Stone Summit Wealth’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 | $291K | Hold |
4,005
| – | – | 0.09% | 126 |
|
|
2025
Q1 | $254K | Sell |
4,005
-105
| -3% | -$6.67K | 0.09% | 134 |
|
|
2024
Q4 | $250K | Sell |
4,110
-52
| -1% | -$3.16K | 0.08% | 131 |
|
|
2024
Q3 | $282K | Sell |
4,162
-62
| -1% | -$4.2K | 0.09% | 127 |
|
|
2024
Q2 | $260K | Hold |
4,224
| – | – | 0.09% | 129 |
|
|
2024
Q1 | $268K | Hold |
4,224
| – | – | 0.09% | 130 |
|
|
2023
Q4 | $261K | Hold |
4,224
| – | – | 0.1% | 130 |
|
|
2023
Q3 | $239K | Sell |
4,224
-49
| -1% | -$2.77K | 0.1% | 135 |
|
|
2023
Q2 | $252K | Buy |
4,273
+42
| +1% | +$2.48K | 0.1% | 128 |
|
|
2023
Q1 | $252K | Sell |
4,231
-2,986
| -41% | -$178K | 0.11% | 122 |
|
|
2022
Q4 | $408K | Sell |
7,217
-1,380
| -16% | -$77.9K | 0.2% | 95 |
|
|
2022
Q3 | $419K | Sell |
8,597
-1,065
| -11% | -$51.9K | 0.26% | 84 |
|
|
2022
Q2 | $527K | Sell |
9,662
-2,484
| -20% | -$135K | 0.31% | 77 |
|
|
2022
Q1 | $808K | Buy |
12,146
+720
| +6% | +$47.9K | 0.45% | 65 |
|
|
2021
Q4 | $832K | Buy |
+11,426
| New | +$832K | 0.67% | 56 |
|