Advisornet Financial’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 | $198K | Buy |
2,723
+504
| +23% | +$36.6K | 0.01% | 567 |
|
|
2025
Q1 | $141K | Buy |
2,219
+1,532
| +223% | +$97.3K | 0.01% | 628 |
|
|
2024
Q4 | $41.7K | Sell |
687
-319
| -32% | -$19.4K | ﹤0.01% | 922 |
|
|
2024
Q3 | $68.1K | Sell |
1,006
-136
| -12% | -$9.21K | 0.01% | 807 |
|
|
2024
Q2 | $70.4K | Sell |
1,142
-61
| -5% | -$3.76K | 0.01% | 724 |
|
|
2024
Q1 | $76.2K | Hold |
1,203
| – | – | 0.01% | 701 |
|
|
2023
Q4 | $74.5K | Sell |
1,203
-97,676
| -99% | -$6.05M | 0.01% | 713 |
|
|
2023
Q3 | $5.58M | Buy |
98,879
+1,395
| +1% | +$78.8K | 0.51% | 43 |
|
|
2023
Q2 | $5.75M | Sell |
97,484
-3,361
| -3% | -$198K | 0.49% | 43 |
|
|
2023
Q1 | $6M | Buy |
100,845
+3,477
| +4% | +$207K | 0.55% | 41 |
|
|
2022
Q4 | $5.5M | Buy |
97,368
+6,489
| +7% | +$366K | 0.54% | 42 |
|
|
2022
Q3 | $4.43M | Buy |
90,879
+4,336
| +5% | +$212K | 0.44% | 49 |
|
|
2022
Q2 | $4.72M | Buy |
86,543
+8,553
| +11% | +$467K | 0.46% | 48 |
|
|
2022
Q1 | $5.17M | Buy |
77,990
+5,279
| +7% | +$350K | 0.32% | 64 |
|
|
2021
Q4 | $5.31M | Buy |
72,711
+2,453
| +3% | +$179K | 0.33% | 71 |
|
|
2021
Q3 | $5.23M | Buy |
70,258
+3,619
| +5% | +$269K | 0.36% | 62 |
|
|
2021
Q2 | $4.94M | Buy |
66,639
+2,580
| +4% | +$191K | 0.33% | 72 |
|
|
2021
Q1 | $4.6M | Buy |
64,059
+61,883
| +2,844% | +$4.45M | 0.33% | 68 |
|
|
2020
Q4 | $149K | Sell |
2,176
-365
| -14% | -$25K | 0.01% | 575 |
|
|
2020
Q3 | $150K | Buy |
2,541
+161
| +7% | +$9.5K | 0.01% | 557 |
|
|
2020
Q2 | $128K | Sell |
2,380
-1,098
| -32% | -$59.1K | 0.01% | 602 |
|
|
2020
Q1 | $156K | Buy |
3,478
+889
| +34% | +$39.9K | 0.01% | 512 |
|
|
2019
Q4 | $161K | Buy |
2,589
+553
| +27% | +$34.4K | 0.01% | 556 |
|
|
2019
Q3 | $117K | Buy |
2,036
+363
| +22% | +$20.9K | 0.01% | 631 |
|
|
2019
Q2 | $96K | Sell |
1,673
-162
| -9% | -$9.3K | 0.01% | 620 |
|
|
2019
Q1 | $105K | Sell |
1,835
-46
| -2% | -$2.63K | 0.01% | 540 |
|
|
2018
Q4 | $97K | Buy |
1,881
+268
| +17% | +$13.8K | 0.01% | 527 |
|
|
2018
Q3 | $100K | Buy |
1,613
+443
| +38% | +$27.5K | 0.01% | 554 |
|
|
2018
Q2 | $73K | Hold |
1,170
| – | – | 0.01% | 608 |
|
|
2018
Q1 | $76K | Hold |
1,170
| – | – | 0.01% | 595 |
|
|
2017
Q4 | $75K | Buy |
+1,170
| New | +$75K | 0.01% | 547 |
|