UWM
USAdvisors Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,245
| Closed | -$215K | – | 119 |
|
|
2022
Q1 | $215K | Sell |
3,245
-135
| -4% | -$8.95K | 0.09% | 115 |
|
|
2021
Q4 | $247K | Buy |
3,380
+57
| +2% | +$4.17K | 0.1% | 107 |
|
|
2021
Q3 | $247K | Sell |
3,323
-1,896
| -36% | -$141K | 0.11% | 97 |
|
|
2021
Q2 | $244K | Buy |
5,219
+1,800
| +53% | +$84.2K | 0.13% | 97 |
|
|
2021
Q1 | $246K | Buy |
+3,419
| New | +$246K | 0.12% | 97 |
|