Wealthspire Advisors (New York)’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 | $446K | Buy |
6,140
+119
| +2% | +$8.65K | ﹤0.01% | 565 |
|
|
2025
Q1 | $383K | Sell |
6,021
-446
| -7% | -$28.3K | ﹤0.01% | 578 |
|
|
2024
Q4 | $393K | Sell |
6,467
-699
| -10% | -$42.5K | ﹤0.01% | 578 |
|
|
2024
Q3 | $485K | Buy |
7,166
+177
| +3% | +$12K | ﹤0.01% | 506 |
|
|
2024
Q2 | $431K | Sell |
6,989
-15,211
| -69% | -$938K | 0.01% | 459 |
|
|
2024
Q1 | $1.41M | Buy |
22,200
+58
| +0.3% | +$3.67K | 0.02% | 254 |
|
|
2023
Q4 | $1.37M | Sell |
22,142
-4,114
| -16% | -$255K | 0.02% | 259 |
|
|
2023
Q3 | $1.48M | Hold |
26,256
| – | – | 0.02% | 207 |
|
|
2023
Q2 | $1.55M | Buy |
26,256
+393
| +2% | +$23.2K | 0.03% | 179 |
|
|
2023
Q1 | $1.54M | Buy |
25,863
+301
| +1% | +$17.9K | 0.03% | 183 |
|
|
2022
Q4 | $1.44M | Sell |
25,562
-697
| -3% | -$39.4K | 0.03% | 195 |
|
|
2022
Q3 | $1.28M | Buy |
26,259
+697
| +3% | +$34K | 0.03% | 191 |
|
|
2022
Q2 | $1.4M | Buy |
+25,562
| New | +$1.4M | 0.03% | 179 |
|
|
2021
Q4 | – | Sell |
-24,200
| Closed | -$1.8M | – | 612 |
|
|
2021
Q3 | $1.8M | Buy |
+24,200
| New | +$1.8M | 0.04% | 176 |
|
|
2021
Q1 | – | Sell |
-4,072
| Closed | -$278K | – | 712 |
|
|
2020
Q4 | $278K | Buy |
+4,072
| New | +$278K | 0.01% | 460 |
|