Wedmont Private Capital’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 | $900K | Buy |
12,296
+22
| +0.2% | +$1.61K | 0.04% | 280 |
|
|
2025
Q1 | $765K | Buy |
12,274
+5,121
| +72% | +$319K | 0.04% | 274 |
|
|
2024
Q4 | $424K | Buy |
7,153
+19
| +0.3% | +$1.13K | 0.02% | 433 |
|
|
2024
Q3 | $472K | Hold |
7,134
| – | – | 0.03% | 370 |
|
|
2024
Q2 | $461K | Buy |
7,134
+13
| +0.2% | +$839 | 0.03% | 363 |
|
|
2024
Q1 | $451K | Hold |
7,121
| – | – | 0.03% | 347 |
|
|
2023
Q4 | $436K | Sell |
7,121
-5,905
| -45% | -$362K | 0.04% | 340 |
|
|
2023
Q3 | $719K | Buy |
13,026
+6,044
| +87% | +$334K | 0.07% | 185 |
|
|
2023
Q2 | $425K | Buy |
+6,982
| New | +$425K | 0.05% | 287 |
|
|
2022
Q2 | – | Sell |
-3,616
| Closed | -$244K | – | 377 |
|
|
2022
Q1 | $244K | Sell |
3,616
-2,254
| -38% | -$152K | 0.05% | 278 |
|
|
2021
Q4 | $426K | Buy |
+5,870
| New | +$426K | 0.13% | 125 |
|