Wooster Corthell 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
Q2 | $703K | Sell |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $682K | Sell |
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|
2024
Q3 | $823K | Sell |
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|
2024
Q2 | $758K | Sell |
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|
2024
Q1 | $792K | Sell |
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|
2023
Q4 | $785K | Sell |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $792K | Buy |
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|
2023
Q1 | $796K | Sell |
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|
2022
Q4 | $774K | Buy |
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|
2022
Q3 | $582K | Buy |
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|
2022
Q2 | $491K | Buy |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $562K | Sell |
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|
2021
Q3 | $586K | Sell |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $608K | Sell |
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|
2020
Q4 | $609K | Sell |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $531K | Sell |
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|
2020
Q1 | $487K | Sell |
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|
2019
Q4 | $2M | Sell |
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|
2019
Q3 | $1.85M | Sell |
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|
2019
Q2 | $1.86M | Sell |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.97M | Buy |
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|
2018
Q3 | $1.98M | Sell |
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|
2018
Q2 | $2.01M | Sell |
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|
2018
Q1 | $2.09M | Sell |
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|
2017
Q4 | $2.1M | Sell |
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|
2017
Q3 | $2.03M | Sell |
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|
2017
Q2 | $1.92M | Sell |
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|
2017
Q1 | $1.86M | Sell |
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|
2016
Q4 | $1.82M | Sell |
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|
2016
Q3 | $2.51M | Sell |
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|
2016
Q2 | $2.52M | Sell |
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|
2016
Q1 | $10.1M | Sell |
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|
2015
Q4 | $12.2M | Sell |
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|
2015
Q3 | $13.1M | Buy |
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|
2015
Q2 | $13.9M | Buy |
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|
2015
Q1 | $13.1M | Buy |
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|
2014
Q4 | $11M | Sell |
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|
2014
Q3 | $11.8M | Buy |
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|
2014
Q2 | $12.4M | Buy |
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|
2014
Q1 | $12.1M | Buy |
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|
2013
Q4 | $11.1M | Buy |
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|
2013
Q3 | $10.2M | Buy |
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|
2013
Q2 | $8.65M | Buy |
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