Windward Private Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $834K | Sell |
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|
2025
Q2 | $846K | Sell |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $751K | Sell |
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|
2024
Q3 | $889K | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $2.46M | Sell |
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|
2021
Q4 | $2.95M | Sell |
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|
2021
Q3 | $3.07M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $3.24M | Sell |
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|
2020
Q4 | $3.47M | Buy |
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