SWA
Sax Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
16,073
-966
| -6% | -$70.2K | 0.07% | 157 |
|
|
2025
Q1 | $1.08M | Buy |
17,039
+1,509
| +10% | +$95.9K | 0.08% | 132 |
|
|
2024
Q4 | $943K | Buy |
15,530
+206
| +1% | +$12.5K | 0.07% | 127 |
|
|
2024
Q3 | $1.04M | Sell |
15,324
-148
| -1% | -$10K | 0.09% | 87 |
|
|
2024
Q2 | $954K | Buy |
15,472
+1,023
| +7% | +$63.1K | 0.09% | 92 |
|
|
2024
Q1 | $915K | Sell |
14,449
-439
| -3% | -$27.8K | 0.11% | 75 |
|
|
2023
Q4 | $922K | Sell |
14,888
-521
| -3% | -$32.3K | 0.15% | 77 |
|
|
2023
Q3 | $870K | Sell |
15,409
-235
| -2% | -$13.3K | 0.17% | 75 |
|
|
2023
Q2 | $923K | Sell |
15,644
-90
| -0.6% | -$5.31K | 0.18% | 72 |
|
|
2023
Q1 | $936K | Hold |
15,734
| – | – | 0.2% | 68 |
|
|
2022
Q4 | $889K | Sell |
15,734
-610
| -4% | -$34.5K | 0.21% | 63 |
|
|
2022
Q3 | $797K | Sell |
16,344
-650
| -4% | -$31.7K | 0.21% | 68 |
|
|
2022
Q2 | $928K | Sell |
16,994
-1,054
| -6% | -$57.6K | 0.24% | 67 |
|
|
2022
Q1 | $1.2M | Sell |
18,048
-23,812
| -57% | -$1.58M | 0.29% | 52 |
|
|
2021
Q4 | $3.06M | Sell |
41,860
-362
| -0.9% | -$26.5K | 0.64% | 33 |
|
|
2021
Q3 | $3.14M | Buy |
42,222
+90
| +0.2% | +$6.7K | 0.75% | 29 |
|
|
2021
Q2 | $3.12M | Buy |
42,132
+653
| +2% | +$48.4K | 1.07% | 25 |
|
|
2021
Q1 | $2.98M | Sell |
41,479
-388
| -0.9% | -$27.9K | 1.09% | 26 |
|
|
2020
Q4 | $2.86M | Buy |
+41,867
| New | +$2.86M | 1.32% | 20 |
|