Sound Stewardship’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 | $9.41M | Buy |
129,532
+1,949
| +2% | +$142K | 4.86% | 5 |
|
|
2025
Q1 | $8.11M | Buy |
127,583
+1,818
| +1% | +$115K | 4.62% | 5 |
|
|
2024
Q4 | $7.64M | Buy |
125,765
+3,966
| +3% | +$241K | 4.54% | 6 |
|
|
2024
Q3 | $8.25M | Buy |
121,799
+2,512
| +2% | +$170K | 4.63% | 5 |
|
|
2024
Q2 | $7.35M | Buy |
119,287
+1,697
| +1% | +$105K | 4.47% | 5 |
|
|
2024
Q1 | $7.45M | Buy |
117,590
+8,699
| +8% | +$551K | 4.52% | 5 |
|
|
2023
Q4 | $6.74M | Buy |
108,891
+6,484
| +6% | +$401K | 4.46% | 7 |
|
|
2023
Q3 | $5.78M | Buy |
102,407
+263
| +0.3% | +$14.9K | 3.88% | 9 |
|
|
2023
Q2 | $6.02M | Sell |
102,144
-33
| -0% | -$1.95K | 3.97% | 8 |
|
|
2023
Q1 | $6.08M | Buy |
102,177
+3,974
| +4% | +$236K | 4.09% | 7 |
|
|
2022
Q4 | $5.55M | Buy |
+98,203
| New | +$5.55M | 4.1% | 7 |
|