Williams & Novak’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 | $671K | Sell |
9,226
-1,415
| -13% | -$103K | 0.57% | 49 |
|
|
2025
Q1 | $676K | Buy |
10,641
+186
| +2% | +$11.8K | 0.66% | 41 |
|
|
2024
Q4 | $635K | Sell |
10,455
-2,198
| -17% | -$134K | 0.61% | 43 |
|
|
2024
Q3 | $857K | Sell |
12,653
-953
| -7% | -$64.5K | 0.8% | 35 |
|
|
2024
Q2 | $839K | Sell |
13,606
-4,345
| -24% | -$268K | 0.78% | 34 |
|
|
2024
Q1 | $1.11M | Hold |
17,951
| – | – | 1.26% | 27 |
|
|
2023
Q4 | $1.11M | Buy |
+17,951
| New | +$1.11M | 1.26% | 27 |
|