Spectrum Wealth Counsel’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
Q1 | $420K | Sell |
6,612
-40
| -0.6% | -$2.54K | 0.05% | 93 |
|
2024
Q4 | $404K | Buy |
6,652
+1,559
| +31% | +$94.7K | 0.05% | 97 |
|
2024
Q3 | $345K | Hold |
5,093
| – | – | 0.04% | 105 |
|
2024
Q2 | $314K | Hold |
5,093
| – | – | 0.04% | 107 |
|
2024
Q1 | $323K | Hold |
5,093
| – | – | 0.04% | 119 |
|
2023
Q4 | $315K | Buy |
+5,093
| New | +$315K | 0.04% | 114 |
|