Westmount Partners’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 | $957K | Sell |
13,163
-20
| -0.2% | -$1.45K | 0.26% | 76 |
|
|
2025
Q1 | $838K | Sell |
13,183
-382
| -3% | -$24.3K | 0.26% | 83 |
|
|
2024
Q4 | $824K | Buy |
13,565
+510
| +4% | +$31K | 0.25% | 80 |
|
|
2024
Q3 | $884K | Sell |
13,055
-414
| -3% | -$28K | 0.27% | 78 |
|
|
2024
Q2 | $828K | Buy |
13,469
+139
| +1% | +$8.55K | 0.27% | 76 |
|
|
2024
Q1 | $844K | Sell |
13,330
-166
| -1% | -$10.5K | 0.3% | 72 |
|
|
2023
Q4 | $835K | Buy |
13,496
+682
| +5% | +$42.2K | 0.34% | 64 |
|
|
2023
Q3 | $724K | Buy |
12,814
+635
| +5% | +$35.9K | 0.32% | 74 |
|
|
2023
Q2 | $718K | Buy |
12,179
+173
| +1% | +$10.2K | 0.31% | 68 |
|
|
2023
Q1 | $714K | Buy |
12,006
+506
| +4% | +$30.1K | 0.33% | 68 |
|
|
2022
Q4 | $650K | Buy |
+11,500
| New | +$650K | 0.34% | 72 |
|