SOA 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 | $35.5K | Buy |
+489
| New | +$35.5K | 0.01% | 417 |
|
|
2024
Q4 | – | Sell |
-62
| Closed | -$4.2K | – | 901 |
|
|
2024
Q3 | $4.2K | Sell |
62
-14
| -18% | -$948 | ﹤0.01% | 614 |
|
|
2024
Q2 | $4.69K | 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% | +$921 | ﹤0.01% | 630 |
|
|
2020
Q4 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 643 |
|