WCFA
Walkner Condon Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
15,309
+588
| +4% | +$42.7K | 0.2% | 93 |
|
|
2025
Q1 | $935K | Sell |
14,721
-5
| -0% | -$318 | 0.19% | 96 |
|
|
2024
Q4 | $895K | Buy |
14,726
+100
| +0.7% | +$6.08K | 0.18% | 103 |
|
|
2024
Q3 | $990K | Buy |
14,626
+687
| +5% | +$46.5K | 0.2% | 98 |
|
|
2024
Q2 | $859K | Buy |
13,939
+3
| +0% | +$185 | 0.19% | 104 |
|
|
2024
Q1 | $883K | Buy |
13,936
+2,406
| +21% | +$152K | 0.19% | 103 |
|
|
2023
Q4 | $714K | Sell |
11,530
-930
| -7% | -$57.6K | 0.16% | 118 |
|
|
2023
Q3 | $704K | Buy |
12,460
+25
| +0.2% | +$1.41K | 0.19% | 104 |
|
|
2023
Q2 | $733K | Sell |
12,435
-2,271
| -15% | -$134K | 0.19% | 102 |
|
|
2023
Q1 | $875K | Buy |
14,706
+876
| +6% | +$52.1K | 0.25% | 89 |
|
|
2022
Q4 | $781K | Sell |
13,830
-2,981
| -18% | -$168K | 0.23% | 89 |
|
|
2022
Q3 | $820K | Sell |
16,811
-69
| -0.4% | -$3.37K | 0.26% | 79 |
|
|
2022
Q2 | $921K | Buy |
16,880
+722
| +4% | +$39.4K | 0.29% | 76 |
|
|
2022
Q1 | $1.07M | Sell |
16,158
-4,997
| -24% | -$332K | 0.3% | 74 |
|
|
2021
Q4 | $1.55M | Buy |
+21,155
| New | +$1.55M | 1.01% | 29 |
|
|
2021
Q2 | – | Sell |
-21,617
| Closed | -$1.55M | – | 179 |
|
|
2021
Q1 | $1.55M | Buy |
21,617
+151
| +0.7% | +$10.8K | 0.6% | 42 |
|
|
2020
Q4 | $1.47M | Buy |
21,466
+2,153
| +11% | +$147K | 0.63% | 39 |
|
|
2020
Q3 | $1.14M | Buy |
+19,313
| New | +$1.14M | 0.61% | 40 |
|