Ascent Group’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
Q3
$637K Sell
2025
Q2
$614K Sell
2025
Q1
$576K Buy
2024
Q4
Sell
2024
Q3
$209K Sell
2024
Q2
$209K Buy
2024
Q1
$202K Sell
2023
Q4
$209K Sell
2023
Q3
$207K Sell
2023
Q2
$254K Sell
2023
Q1
$270K Sell
2022
Q4
$282K Sell
2022
Q3
$338K Sell
2022
Q2
$397K Sell
2022
Q1
$463K Sell
2021
Q4
$604K Buy