AllSquare 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 | $394K | Hold |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $330K | Hold |
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|
2024
Q3 | $367K | Hold |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $344K | Hold |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $306K | Buy |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $402K | Hold |
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|
2021
Q2 | $401K | Hold |
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|
2021
Q1 | $388K | Hold |
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|
2020
Q4 | $370K | Sell |
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|
2020
Q3 | $334K | Sell |
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|
2020
Q2 | $320K | Buy |
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|
2020
Q1 | $139K | Sell |
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $221K | Sell |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $256K | Sell |
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|
2018
Q2 | $261K | Sell |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $295K | Sell |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $271K | Sell |
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|
2016
Q4 | $260K | Hold |
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|
2016
Q3 | $273K | Sell |
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|
2016
Q2 | $271K | Hold |
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|
2016
Q1 | $280K | Hold |
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|
2015
Q4 | $280K | Hold |
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|
2015
Q3 | $268K | Hold |
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|
2015
Q2 | $286K | Hold |
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|
2015
Q1 | $278K | Sell |
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|
2014
Q4 | $276K | Buy |
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