Werba Rubin Papier Wealth Management’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 | $257K | Buy |
3,536
+25
| +0.7% | +$1.82K | 0.05% | 175 |
|
|
2025
Q1 | $223K | Hold |
3,511
| – | – | 0.05% | 167 |
|
|
2024
Q4 | $213K | Buy |
3,511
+9
| +0.3% | +$547 | 0.05% | 174 |
|
|
2024
Q3 | $237K | Buy |
+3,502
| New | +$237K | 0.06% | 153 |
|
|
2024
Q2 | – | Sell |
-3,464
| Closed | -$219K | – | 177 |
|
|
2024
Q1 | $219K | Hold |
3,464
| – | – | 0.06% | 133 |
|
|
2023
Q4 | $214K | Buy |
+3,464
| New | +$214K | 0.07% | 107 |
|
|
2023
Q3 | – | Sell |
-3,408
| Closed | -$201K | – | 131 |
|
|
2023
Q2 | $201K | Hold |
3,408
| – | – | 0.07% | 112 |
|
|
2023
Q1 | $203K | Buy |
+3,408
| New | +$203K | 0.08% | 102 |
|