Spire Wealth Management’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 | $137K | Sell |
1,889
-62
| -3% | -$4.51K | ﹤0.01% | 868 |
|
|
2025
Q1 | $124K | Hold |
1,951
| – | – | ﹤0.01% | 961 |
|
|
2024
Q4 | $118K | Buy |
1,951
+12
| +0.6% | +$729 | ﹤0.01% | 979 |
|
|
2024
Q3 | $131K | Buy |
1,939
+83
| +4% | +$5.62K | ﹤0.01% | 840 |
|
|
2024
Q2 | $114K | Buy |
1,856
+81
| +5% | +$4.99K | ﹤0.01% | 857 |
|
|
2024
Q1 | $112K | Hold |
1,775
| – | – | ﹤0.01% | 958 |
|
|
2023
Q4 | $106K | Sell |
1,775
-438
| -20% | -$26.1K | ﹤0.01% | 982 |
|
|
2023
Q3 | $125K | Sell |
2,213
-456
| -17% | -$25.8K | ﹤0.01% | 866 |
|
|
2023
Q2 | $157K | Buy |
2,669
+100
| +4% | +$5.9K | 0.01% | 802 |
|
|
2023
Q1 | $153K | Sell |
2,569
-38
| -1% | -$2.26K | 0.01% | 815 |
|
|
2022
Q4 | $147K | Buy |
2,607
+943
| +57% | +$53.2K | 0.01% | 626 |
|
|
2022
Q3 | $81K | Buy |
1,664
+6
| +0.4% | +$292 | ﹤0.01% | 781 |
|
|
2022
Q2 | $91K | Buy |
1,658
+271
| +20% | +$14.9K | ﹤0.01% | 1070 |
|
|
2022
Q1 | $92K | Sell |
1,387
-1,506
| -52% | -$99.9K | ﹤0.01% | 1191 |
|
|
2021
Q4 | $211K | Sell |
2,893
-209
| -7% | -$15.2K | ﹤0.01% | 1069 |
|
|
2021
Q3 | $231K | Buy |
3,102
+172
| +6% | +$12.8K | 0.01% | 863 |
|
|
2021
Q2 | $217K | Buy |
2,930
+1,448
| +98% | +$107K | 0.01% | 919 |
|
|
2021
Q1 | $107K | Buy |
+1,482
| New | +$107K | ﹤0.01% | 1374 |
|