TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $286K | Sell |
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2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $977K | Sell |
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2019
Q3 | $914K | Buy |
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|
2019
Q2 | $723K | Sell |
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|
2019
Q1 | $959K | Buy |
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|
2018
Q4 | $862K | Sell |
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|
2018
Q3 | $1.53M | Buy |
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|
2018
Q2 | $1.45M | Buy |
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2018
Q1 | $1.44M | Buy |
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|
2017
Q4 | $1.39M | Buy |
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