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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $665K | Sell |
8,475
-952
| -10% | -$77.4K | 0.23% | 29 |
|
|
2025
Q4 | $731K | Sell |
9,427
-1,440
| -13% | -$110K | 0.25% | 29 |
|
|
2025
Q3 | $834K | Sell |
10,867
-770
| -7% | -$57.6K | 0.29% | 27 |
|
|
2025
Q2 | $846K | Sell |
11,637
-527
| -4% | -$35.7K | 0.31% | 27 |
|
|
2025
Q1 | $773K | Sell |
12,164
-199
| -2% | -$12.6K | 0.3% | 29 |
|
|
2024
Q4 | $751K | Sell |
12,363
-770
| -6% | -$49K | 0.29% | 30 |
|
|
2024
Q3 | $889K | Sell |
13,133
-3,103
| -19% | -$200K | 0.34% | 29 |
|
|
2024
Q2 | $1M | Sell |
16,236
-592
| -4% | -$37.1K | 0.41% | 28 |
|
|
2024
Q1 | $1.07M | Sell |
16,828
-2,265
| -12% | -$139K | 0.44% | 28 |
|
|
2023
Q4 | $1.18M | Sell |
19,093
-8,390
| -31% | -$479K | 0.5% | 26 |
|
|
2023
Q3 | $1.55M | Sell |
27,483
-545
| -2% | -$32.2K | 0.7% | 25 |
|
|
2023
Q2 | $1.65M | Sell |
28,028
-2,416
| -8% | -$145K | 0.73% | 24 |
|
|
2023
Q1 | $1.81M | Sell |
30,444
-783
| -3% | -$46.5K | 0.77% | 23 |
|
|
2022
Q4 | $1.76M | Sell |
31,227
-787
| -2% | -$42.2K | 0.78% | 23 |
|
|
2022
Q3 | $1.56M | Sell |
32,014
-5,255
| -14% | -$288K | 0.75% | 23 |
|
|
2022
Q2 | $2.03M | Buy |
37,269
+180
| +0.5% | +$10.9K | 0.93% | 20 |
|
|
2022
Q1 | $2.46M | Sell |
37,089
-3,312
| -8% | -$225K | 1.02% | 18 |
|
|
2021
Q4 | $2.95M | Sell |
40,401
-834
| -2% | -$61.9K | 1.14% | 16 |
|
|
2021
Q3 | $3.07M | Sell |
41,235
-2,942
| -7% | -$224K | 1.25% | 15 |
|
|
2021
Q2 | $3.28M | Sell |
44,177
-952
| -2% | -$71.4K | 1.34% | 16 |
|
|
2021
Q1 | $3.24M | Sell |
45,129
-5,689
| -11% | -$404K | 1.44% | 15 |
|
|
2020
Q4 | $3.47M | Buy |
+50,818
| New | +$3.21M | 1.62% | 14 |
|
Other funds holding SCZ
TWIM
TCIIS
