Stone Summit Wealth’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 | $274K | Sell |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $261K | Hold |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $527K | Sell |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | $832K | Buy |
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