Total Wealth Planning’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 | $5.72M | Buy |
78,649
+27,619
| +54% | +$2.01M | 0.72% | 27 |
|
|
2025
Q1 | $3.24M | Sell |
51,030
-2,719
| -5% | -$173K | 0.5% | 33 |
|
|
2024
Q4 | $3.27M | Sell |
53,749
-705
| -1% | -$42.8K | 0.51% | 34 |
|
|
2024
Q3 | $3.69M | Sell |
54,454
-1,400
| -3% | -$94.8K | 0.58% | 31 |
|
|
2024
Q2 | $3.61M | Sell |
55,854
-1,820
| -3% | -$118K | 0.59% | 32 |
|
|
2024
Q1 | $3.65M | Sell |
57,674
-2,457
| -4% | -$156K | 0.63% | 32 |
|
|
2023
Q4 | $3.72M | Sell |
60,131
-2,908
| -5% | -$180K | 0.67% | 32 |
|
|
2023
Q3 | $3.56M | Sell |
63,039
-138
| -0.2% | -$7.79K | 0.73% | 34 |
|
|
2023
Q2 | $3.73M | Sell |
63,177
-2,018
| -3% | -$119K | 0.78% | 31 |
|
|
2023
Q1 | $3.88M | Sell |
65,195
-1,100
| -2% | -$65.5K | 0.86% | 28 |
|
|
2022
Q4 | $3.74M | Buy |
66,295
+34,792
| +110% | +$1.97M | 0.93% | 28 |
|
|
2022
Q3 | $1.54M | Buy |
31,503
+13,413
| +74% | +$654K | 0.44% | 35 |
|
|
2022
Q2 | $988K | Sell |
18,090
-1,066
| -6% | -$58.2K | 0.29% | 43 |
|
|
2022
Q1 | $1.27M | Buy |
+19,156
| New | +$1.27M | 0.34% | 40 |
|