WFAG
Wescott Financial Advisory Group’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 | $1.83M | Buy |
25,139
+180
| +0.7% | +$13.1K | 0.17% | 61 |
|
|
2025
Q1 | $1.59M | Buy |
24,959
+253
| +1% | +$16.1K | 0.16% | 63 |
|
|
2024
Q4 | $1.5M | Buy |
24,706
+1,885
| +8% | +$115K | 0.16% | 69 |
|
|
2024
Q3 | $1.54M | Sell |
22,821
-547
| -2% | -$37K | 0.17% | 67 |
|
|
2024
Q2 | $1.44M | Buy |
23,368
+1,651
| +8% | +$102K | 0.17% | 70 |
|
|
2024
Q1 | $1.38M | Sell |
21,717
-4,838
| -18% | -$306K | 0.17% | 65 |
|
|
2023
Q4 | $1.64M | Sell |
26,555
-2,270
| -8% | -$141K | 0.23% | 54 |
|
|
2023
Q3 | $1.63M | Buy |
28,825
+1,056
| +4% | +$59.6K | 0.3% | 52 |
|
|
2023
Q2 | $1.64M | Sell |
27,769
-1,113
| -4% | -$65.6K | 0.29% | 54 |
|
|
2023
Q1 | $1.72M | Buy |
28,882
+748
| +3% | +$44.5K | 0.37% | 47 |
|
|
2022
Q4 | $1.59M | Sell |
28,134
-791
| -3% | -$44.7K | 0.34% | 48 |
|
|
2022
Q3 | $1.41M | Buy |
28,925
+2,334
| +9% | +$114K | 0.39% | 42 |
|
|
2022
Q2 | $1.45M | Buy |
26,591
+556
| +2% | +$30.3K | 0.39% | 41 |
|
|
2022
Q1 | $1.73M | Buy |
26,035
+9,503
| +57% | +$631K | 0.45% | 38 |
|
|
2021
Q4 | $1.21M | Buy |
16,532
+678
| +4% | +$49.5K | 0.62% | 20 |
|
|
2021
Q3 | $1.18M | Buy |
15,854
+206
| +1% | +$15.3K | 0.67% | 21 |
|
|
2021
Q2 | $1.18M | Buy |
15,648
+95
| +0.6% | +$7.16K | 0.69% | 20 |
|
|
2021
Q1 | $1.12M | Sell |
15,553
-10
| -0.1% | -$718 | 0.73% | 18 |
|
|
2020
Q4 | $1.06M | Buy |
+15,563
| New | +$1.06M | 0.75% | 16 |
|