UP Strategic Wealth Investment Advisors’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 | $259K | Hold |
3,569
| – | – | 0.2% | 74 |
|
|
2025
Q1 | $227K | Hold |
3,569
| – | – | 0.2% | 76 |
|
|
2024
Q4 | $217K | Sell |
3,569
-1,544
| -30% | -$93.8K | 0.22% | 75 |
|
|
2024
Q3 | $346K | Hold |
5,113
| – | – | 0.39% | 46 |
|
|
2024
Q2 | $315K | Buy |
5,113
+664
| +15% | +$40.9K | 0.48% | 46 |
|
|
2024
Q1 | $282K | Sell |
4,449
-161
| -3% | -$10.2K | 0.46% | 45 |
|
|
2023
Q4 | $285K | Buy |
+4,610
| New | +$285K | 0.52% | 43 |
|