Apella Capital’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 | $324K | Sell |
4,492
-26
| -0.6% | -$1.87K | 0.01% | 337 |
|
|
2025
Q1 | $276K | Buy |
+4,518
| New | +$276K | 0.01% | 318 |
|
|
2022
Q2 | – | Sell |
-4,208
| Closed | -$279K | – | 233 |
|
|
2022
Q1 | $279K | Hold |
4,208
| – | – | 0.04% | 170 |
|
|
2021
Q4 | $308K | Hold |
4,208
| – | – | 0.04% | 164 |
|
|
2021
Q3 | $313K | Hold |
4,208
| – | – | 0.05% | 158 |
|
|
2021
Q2 | $312K | Hold |
4,208
| – | – | 0.05% | 169 |
|
|
2021
Q1 | $302K | Sell |
4,208
-23
| -0.5% | -$1.65K | 0.1% | 109 |
|
|
2020
Q4 | $289K | Buy |
4,231
+23
| +0.5% | +$1.57K | 0.1% | 111 |
|
|
2020
Q3 | $248K | Hold |
4,208
| – | – | 0.1% | 109 |
|
|
2020
Q2 | $226K | Buy |
+4,208
| New | +$226K | 0.11% | 109 |
|