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Annis Gardner Whiting Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$166K Hold
2,111
– – 0.03% 332
2025
Q4 		$164K Hold
2,111
– – 0.03% 316
2025
Q3 		$162K Hold
2,111
– – 0.03% 295
2025
Q2 		$153K Sell
2,111
-470
-18% -$31.8K 0.05% 241
2025
Q1 		$164K Sell
2,581
-2,056
-44% -$130K 0.07% 205
2024
Q4 		$282K Buy
+4,637
New +$295K 0.08% 182
2023
Q4 		– Sell
-127
Closed -$7.17K – 721
2023
Q3 		$7.17K Buy
+127
New +$7.49K ﹤0.01% 495

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