Simplicity Wealth’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
13,930
+6,430
| +86% | +$467K | 0.04% | 329 |
|
|
2025
Q1 | $476K | Buy |
+7,500
| New | +$476K | 0.04% | 354 |
|
|
2024
Q4 | – | Sell |
-3,386
| Closed | -$229K | – | 480 |
|
|
2024
Q3 | $229K | Sell |
3,386
-64,526
| -95% | -$4.37M | 0.02% | 447 |
|
|
2024
Q2 | $4.19M | Buy |
67,912
+9,246
| +16% | +$570K | 0.09% | 213 |
|
|
2024
Q1 | $3.72M | Buy |
58,666
+54,901
| +1,458% | +$3.48M | 0.09% | 234 |
|
|
2023
Q4 | $233K | Buy |
+3,765
| New | +$233K | 0.09% | 161 |
|