Wick Capital 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 | $208K | Buy |
+5,248
| New | +$208K | 0.05% | 106 |
|
|
2024
Q4 | – | Sell |
-2,987
| Closed | -$202K | – | 94 |
|
|
2024
Q3 | $202K | Sell |
2,987
-474
| -14% | -$32.1K | 0.07% | 80 |
|
|
2024
Q2 | $213K | Buy |
+3,461
| New | +$213K | 0.07% | 77 |
|
|
2023
Q4 | – | Sell |
-9,728
| Closed | -$549K | – | 73 |
|
|
2023
Q3 | $549K | Buy |
+9,728
| New | +$549K | 0.31% | 39 |
|
|
2022
Q2 | – | Sell |
-3,085
| Closed | -$205K | – | 65 |
|
|
2022
Q1 | $205K | Sell |
3,085
-653
| -17% | -$43.4K | 0.13% | 54 |
|
|
2021
Q4 | $273K | Buy |
+3,738
| New | +$273K | 0.21% | 51 |
|