Total Wealth Planning’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
$6.43M Buy
2025
Q2
$5.72M Buy
2025
Q1
$3.24M Sell
2024
Q4
$3.27M Sell
2024
Q3
$3.69M Sell
2024
Q2
$3.61M Sell
2024
Q1
$3.65M Sell
2023
Q4
$3.72M Sell
2023
Q3
$3.56M Sell
2023
Q2
$3.73M Sell
2023
Q1
$3.88M Sell
2022
Q4
$3.74M Buy
2022
Q3
$1.54M Buy
2022
Q2
$988K Sell
2022
Q1
$1.27M Buy