Adero Partners’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
Q1 | $467K | Hold |
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|
2024
Q4 | $446K | Hold |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $806K | Sell |
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|
2023
Q4 | $967K | Sell |
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|
2023
Q3 | $920K | Hold |
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|
2023
Q2 | $961K | Hold |
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|
2023
Q1 | $969K | Sell |
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|
2022
Q4 | $924K | Hold |
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|
2022
Q3 | $812K | Sell |
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|
2022
Q2 | $1.04M | Hold |
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|
2022
Q1 | $1.3M | Hold |
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|
2021
Q4 | $1.43M | Hold |
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|
2021
Q3 | $1.45M | Hold |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.11M | Hold |
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|
2020
Q3 | $961K | Hold |
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|
2020
Q2 | $873K | Hold |
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|
2020
Q1 | $730K | Hold |
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|
2019
Q4 | $1.01M | Buy |
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