Alera Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $564K | Sell |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $711K | Sell |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $870K | Sell |
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|
2023
Q1 | $903K | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.72M | Sell |
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|
2021
Q4 | $4.02M | Buy |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $2.23M | Sell |
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|
2021
Q1 | $2.26M | Sell |
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|
2020
Q4 | $2.42M | Sell |
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|
2020
Q3 | $2.6M | Sell |
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|
2020
Q2 | $2.54M | Buy |
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|
2020
Q1 | $1.62M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $13K | Hold |
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|
2018
Q4 | $12K | Buy |
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