Sax Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $943K | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $954K | Buy |
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|
2024
Q1 | $915K | Sell |
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|
2023
Q4 | $922K | Sell |
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $923K | Sell |
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|
2023
Q1 | $936K | Hold |
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|
2022
Q4 | $889K | Sell |
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|
2022
Q3 | $797K | Sell |
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|
2022
Q2 | $928K | Sell |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $3.06M | Sell |
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|
2021
Q3 | $3.14M | Buy |
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|
2021
Q2 | $3.12M | Buy |
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|
2021
Q1 | $2.98M | Sell |
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|
2020
Q4 | $2.86M | Buy |
|