Strategic Wealth Partners’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 | $1.74K | Buy |
+24
| New | +$1.74K | ﹤0.01% | 1015 |
|
|
2019
Q4 | – | Sell |
-145
| Closed | -$8.3K | – | 435 |
|
|
2019
Q3 | $8.3K | Sell |
145
-14
| -9% | -$801 | 0.04% | 152 |
|
|
2019
Q2 | $8K | Buy |
159
+14
| +10% | +$704 | ﹤0.01% | 589 |
|
|
2019
Q1 | $8K | Buy |
+145
| New | +$8K | ﹤0.01% | 583 |
|
|
2018
Q1 | – | Sell |
-672
| Closed | -$43K | – | 821 |
|
|
2017
Q4 | $43K | Buy |
+672
| New | +$43K | 0.02% | 235 |
|