Western 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
Q1 | – | Sell |
-3,656
| Closed | -$222K | – | 698 |
|
|
2024
Q4 | $222K | Sell |
3,656
-181
| -5% | -$11K | 0.01% | 609 |
|
|
2024
Q3 | $260K | Sell |
3,837
-238
| -6% | -$16.1K | 0.01% | 646 |
|
|
2024
Q2 | $251K | Sell |
4,075
-1,686
| -29% | -$104K | 0.02% | 548 |
|
|
2024
Q1 | $365K | Sell |
5,761
-174
| -3% | -$11K | 0.03% | 446 |
|
|
2023
Q4 | $367K | Buy |
+5,935
| New | +$367K | 0.03% | 492 |
|