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SWA
SOA Wealth Advisors’s
iShares MSCI EAFE Small-Cap ETF
SCZ
Stock Holding History
SOA Wealth Advisors’s Portfolio
SCZ Stock Details
SCZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-489
Closed
-$35.5K
–
923
2025
Q2
$35.5K
Buy
+489
New
+$33.1K
0.01%
417
2024
Q4
–
Sell
-62
Closed
-$4.2K
–
900
2024
Q3
$4.2K
Sell
62
-14
-18%
-$901
﹤0.01%
614
2024
Q2
$4.68K
Hold
76
–
–
﹤0.01%
612
2024
Q1
$4.81K
Hold
76
–
–
﹤0.01%
615
2023
Q4
$4.7K
Hold
76
–
–
﹤0.01%
605
2023
Q3
$4.29K
Hold
76
–
–
﹤0.01%
635
2023
Q2
$4.48K
Hold
76
–
–
﹤0.01%
635
2023
Q1
$4.52K
Hold
76
–
–
﹤0.01%
634
2022
Q4
$4.29K
Hold
76
–
–
﹤0.01%
645
2022
Q3
$3K
Hold
76
–
–
﹤0.01%
679
2022
Q2
$4K
Hold
76
–
–
﹤0.01%
622
2022
Q1
$5K
Hold
76
–
–
﹤0.01%
695
2021
Q4
$5K
Hold
76
–
–
﹤0.01%
667
2021
Q3
$5K
Hold
76
–
–
﹤0.01%
691
2021
Q2
$5K
Hold
76
–
–
﹤0.01%
676
2021
Q1
$5K
Buy
76
+14
+23%
+$994
﹤0.01%
630
2020
Q4
$4K
Buy
+62
New
+$3.91K
﹤0.01%
643
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$544B AUM
28.31%
1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
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$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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