Spire Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $145K | Hold |
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|
2025
Q2 | $137K | Sell |
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|
2025
Q1 | $124K | Hold |
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|
2024
Q4 | $118K | Buy |
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|
2024
Q3 | $131K | Buy |
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|
2024
Q2 | $114K | Buy |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $125K | Sell |
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|
2023
Q2 | $157K | Buy |
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|
2023
Q1 | $153K | Sell |
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|
2022
Q4 | $147K | Buy |
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|
2022
Q3 | $81K | Buy |
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|
2022
Q2 | $91K | Buy |
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|
2022
Q1 | $92K | Sell |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $107K | Buy |
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