Wolff Wiese Magana’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 | $114K | Hold |
1,565
| – | – | 0.07% | 137 |
|
|
2025
Q1 | $99.4K | Hold |
1,565
| – | – | 0.07% | 135 |
|
|
2024
Q4 | $95.1K | Buy |
1,565
+12
| +0.8% | +$729 | 0.06% | 147 |
|
|
2024
Q3 | $105K | Buy |
1,553
+750
| +93% | +$50.8K | 0.07% | 135 |
|
|
2024
Q2 | $49.5K | Buy |
+803
| New | +$49.5K | 0.04% | 163 |
|
|
2023
Q4 | – | Sell |
-226
| Closed | -$12.8K | – | 824 |
|
|
2023
Q3 | $12.8K | Buy |
226
+21
| +10% | +$1.19K | 0.01% | 323 |
|
|
2023
Q2 | $12.1K | Sell |
205
-360
| -64% | -$21.2K | 0.01% | 325 |
|
|
2023
Q1 | $33.6K | Hold |
565
| – | – | 0.03% | 222 |
|
|
2022
Q4 | $31.9K | Buy |
565
+7
| +1% | +$395 | 0.03% | 221 |
|
|
2022
Q3 | $27K | Hold |
558
| – | – | 0.02% | 336 |
|
|
2022
Q2 | $30K | Buy |
558
+2
| +0.4% | +$108 | 0.02% | 331 |
|
|
2022
Q1 | $37K | Sell |
556
-4,097
| -88% | -$273K | 0.02% | 320 |
|
|
2021
Q4 | $340K | Buy |
4,653
+131
| +3% | +$9.57K | 0.22% | 92 |
|
|
2021
Q3 | $336K | Buy |
4,522
+1,694
| +60% | +$126K | 0.24% | 98 |
|
|
2021
Q2 | $209K | Buy |
2,828
+4
| +0.1% | +$296 | 0.15% | 122 |
|
|
2021
Q1 | $202K | Buy |
2,824
+45
| +2% | +$3.22K | 0.16% | 117 |
|
|
2020
Q4 | $190K | Buy |
+2,779
| New | +$190K | 0.16% | 114 |
|