AFA
American Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Sell |
71,120
-6,960
| -9% | -$506K | 0.72% | 28 |
|
|
2025
Q1 | $4.96M | Sell |
78,080
-7,218
| -8% | -$459K | 0.72% | 28 |
|
|
2024
Q4 | $5.18M | Sell |
85,298
-19,286
| -18% | -$1.17M | 0.73% | 28 |
|
|
2024
Q3 | $7.08M | Sell |
104,584
-24,431
| -19% | -$1.65M | 0.97% | 26 |
|
|
2024
Q2 | $7.95M | Sell |
129,015
-78,710
| -38% | -$4.85M | 1.13% | 23 |
|
|
2024
Q1 | $13.2M | Sell |
207,725
-9,092
| -4% | -$576K | 1.85% | 18 |
|
|
2023
Q4 | $13.4M | Sell |
216,817
-19,159
| -8% | -$1.19M | 1.99% | 18 |
|
|
2023
Q3 | $13.3M | Sell |
235,976
-63,029
| -21% | -$3.56M | 2.1% | 17 |
|
|
2023
Q2 | $17.6M | Sell |
299,005
-130,922
| -30% | -$7.72M | 2.76% | 14 |
|
|
2023
Q1 | $25.6M | Sell |
429,927
-19,693
| -4% | -$1.17M | 4.17% | 9 |
|
|
2022
Q4 | $25.4M | Sell |
449,620
-12,302
| -3% | -$695K | 4.3% | 8 |
|
|
2022
Q3 | $22.5M | Sell |
461,922
-4,556
| -1% | -$222K | 3.89% | 10 |
|
|
2022
Q2 | $25.5M | Sell |
466,478
-1,248
| -0.3% | -$68.1K | 6.76% | 5 |
|
|
2022
Q1 | $31M | Buy |
467,726
+15,739
| +3% | +$1.04M | 4.31% | 6 |
|
|
2021
Q4 | $33M | Sell |
451,987
-19,735
| -4% | -$1.44M | 4.2% | 6 |
|
|
2021
Q3 | $35.1M | Buy |
471,722
+59,710
| +14% | +$4.44M | 4.69% | 5 |
|
|
2021
Q2 | $30.6M | Buy |
412,012
+15,246
| +4% | +$1.13M | 4.21% | 6 |
|
|
2021
Q1 | $28.5M | Buy |
396,766
+58,755
| +17% | +$4.22M | 4.23% | 5 |
|
|
2020
Q4 | $23.1M | Sell |
338,011
-1,297
| -0.4% | -$88.7K | 3.3% | 10 |
|
|
2020
Q3 | $20M | Sell |
339,308
-15,372
| -4% | -$907K | 3.25% | 10 |
|
|
2020
Q2 | $19.8M | Buy |
354,680
+1,451
| +0.4% | +$81K | 3.17% | 14 |
|
|
2020
Q1 | $17M | Sell |
353,229
-58,102
| -14% | -$2.79M | 3.04% | 13 |
|
|
2019
Q4 | $23.4M | Buy |
411,331
+25,111
| +7% | +$1.43M | 4.1% | 5 |
|
|
2019
Q3 | $22.1M | Buy |
386,220
+22,218
| +6% | +$1.27M | 4.18% | 7 |
|
|
2019
Q2 | $20.9M | Buy |
364,002
+42,359
| +13% | +$2.43M | 4.08% | 7 |
|
|
2019
Q1 | $18.5M | Sell |
321,643
-52,225
| -14% | -$3M | 3.77% | 8 |
|
|
2018
Q4 | $19.4M | Buy |
+373,868
| New | +$19.4M | 4.25% | 8 |
|