Walkner Condon Financial Advisors’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 | $1.2M | Buy |
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|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $935K | Sell |
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|
2024
Q4 | $895K | Buy |
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|
2024
Q3 | $990K | Buy |
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|
2024
Q2 | $859K | Buy |
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|
2024
Q1 | $883K | Buy |
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|
2023
Q4 | $714K | Sell |
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|
2023
Q3 | $704K | Buy |
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|
2023
Q2 | $733K | Sell |
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|
2023
Q1 | $875K | Buy |
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|
2022
Q4 | $781K | Sell |
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|
2022
Q3 | $820K | Sell |
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|
2022
Q2 | $921K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.55M | Buy |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q3 | $1.14M | Buy |
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