Aspect Partners’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 | $17.1M | Buy |
235,549
+231,260
| +5,392% | +$16.8M | 8.44% | 2 |
|
2025
Q1 | $272K | Sell |
4,289
-437
| -9% | -$27.8K | 0.16% | 57 |
|
2024
Q4 | $287K | Sell |
4,726
-533
| -10% | -$32.4K | 0.17% | 59 |
|
2024
Q3 | $356K | Sell |
5,259
-169,320
| -97% | -$11.5M | 0.2% | 49 |
|
2024
Q2 | $10.8M | Buy |
174,579
+160,983
| +1,184% | +$9.92M | 6.4% | 4 |
|
2024
Q1 | $861K | Buy |
13,596
+702
| +5% | +$44.5K | 0.68% | 30 |
|
2023
Q4 | $798K | Buy |
+12,894
| New | +$798K | 0.51% | 31 |
|