Arax Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $184K | Hold |
2,341
| – | – | 0.01% | 1123 |
|
|
2025
Q4 | $182K | Buy |
+2,341
| New | +$179K | 0.01% | 1080 |
|
|
2025
Q3 | – | Sell |
-1,902
| Closed | -$138K | – | 4173 |
|
|
2025
Q2 | $138K | Buy |
1,902
+28
| +1% | +$1.9K | 0.01% | 804 |
|
|
2025
Q1 | $119K | Buy |
1,874
+22
| +1% | +$1.39K | 0.01% | 668 |
|
|
2024
Q4 | $112K | Sell |
1,852
-274
| -13% | -$17.4K | 0.01% | 648 |
|
|
2024
Q3 | $144K | Sell |
2,126
-614
| -22% | -$39.5K | 0.01% | 413 |
|
|
2024
Q2 | $169K | Buy |
2,740
+272
| +11% | +$17.1K | 0.02% | 363 |
|
|
2024
Q1 | $156K | Hold |
2,468
| – | – | 0.02% | 327 |
|
|
2023
Q4 | $153K | Buy |
2,468
+43
| +2% | +$2.46K | 0.02% | 317 |
|
|
2023
Q3 | $137K | Hold |
2,425
| – | – | 0.02% | 305 |
|
|
2023
Q2 | $143K | Buy |
2,425
+38
| +2% | +$2.27K | 0.02% | 293 |
|
|
2023
Q1 | $142K | Hold |
2,387
| – | – | 0.02% | 291 |
|
|
2022
Q4 | $135K | Hold |
2,387
| – | – | 0.02% | 284 |
|
|
2022
Q3 | $116K | Hold |
2,387
| – | – | 0.02% | 293 |
|
|
2022
Q2 | $130K | Sell |
2,387
-842
| -26% | -$50.9K | 0.02% | 275 |
|
|
2022
Q1 | $214K | Sell |
3,229
-312
| -9% | -$21.2K | 0.03% | 236 |
|
|
2021
Q4 | $259K | Buy |
3,541
+68
| +2% | +$5.05K | 0.03% | 213 |
|
|
2021
Q3 | $258K | Sell |
3,473
-1,567
| -31% | -$119K | 0.04% | 208 |
|
|
2021
Q2 | $374K | Buy |
+5,040
| New | +$378K | 0.05% | 135 |
|
|
2020
Q4 | $4K | Buy |
+63
| New | +$3.98K | ﹤0.01% | 636 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$3K | – | 705 |
|
|
2020
Q1 | $3K | Sell |
75
-3,648
| -98% | -$203K | ﹤0.01% | 613 |
|
|
2019
Q4 | $232K | Buy |
3,723
+2,597
| +231% | +$156K | 0.07% | 138 |
|
|
2019
Q3 | $64K | Buy |
1,126
+192
| +21% | +$10.8K | 0.02% | 297 |
|
|
2019
Q2 | $54K | Buy |
+934
| New | +$53.9K | 0.02% | 313 |
|
Other funds holding SCZ
TWIM
TCIIS
