Vance Wealth’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 | $2.32M | Sell |
31,878
-2,292
| -7% | -$167K | 0.78% | 31 |
|
|
2025
Q1 | $2.17M | Sell |
34,170
-1,929
| -5% | -$123K | 0.82% | 33 |
|
|
2024
Q4 | $2.19M | Sell |
36,099
-1,558
| -4% | -$94.6K | 0.85% | 29 |
|
|
2024
Q3 | $2.55M | Sell |
37,657
-1,718
| -4% | -$116K | 0.97% | 27 |
|
|
2024
Q2 | $2.43M | Sell |
39,375
-6,987
| -15% | -$431K | 1% | 26 |
|
|
2024
Q1 | $2.94M | Sell |
46,362
-452
| -1% | -$28.6K | 1.17% | 22 |
|
|
2023
Q4 | $2.9M | Sell |
46,814
-2,604
| -5% | -$161K | 1.26% | 23 |
|
|
2023
Q3 | $2.79M | Buy |
49,418
+604
| +1% | +$34.1K | 1.31% | 22 |
|
|
2023
Q2 | $2.88M | Buy |
48,814
+1,497
| +3% | +$88.3K | 1.31% | 24 |
|
|
2023
Q1 | $2.82M | Buy |
47,317
+3,404
| +8% | +$203K | 1.51% | 15 |
|
|
2022
Q4 | $2.48M | Buy |
43,913
+2,437
| +6% | +$138K | 1.55% | 18 |
|
|
2022
Q3 | $2.02M | Buy |
41,476
+15,104
| +57% | +$737K | 1.55% | 16 |
|
|
2022
Q2 | $1.44M | Buy |
26,372
+6,978
| +36% | +$381K | 1.11% | 19 |
|
|
2022
Q1 | $1.29M | Buy |
19,394
+15,174
| +360% | +$1.01M | 1.63% | 14 |
|
|
2021
Q4 | $308K | Buy |
+4,220
| New | +$308K | 0.3% | 41 |
|