Strategic Family Wealth Counselors’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
$1.77M Sell
24,388
-237
-1% -$17.2K 0.5% 47
2025
Q1
$1.56M Sell
24,625
-58
-0.2% -$3.69K 0.51% 45
2024
Q4
$1.5M Buy
+24,683
New +$1.5M 0.49% 47