Avantax Advisory Services’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 | $53.9M | Buy |
741,134
+16,753
| +2% | +$1.22M | 0.3% | 51 |
|
|
2025
Q1 | $46M | Buy |
724,381
+43,730
| +6% | +$2.78M | 0.28% | 50 |
|
|
2024
Q4 | $41.3M | Buy |
680,651
+10,247
| +2% | +$623K | 0.26% | 50 |
|
|
2024
Q3 | $45.4M | Buy |
670,404
+14,015
| +2% | +$949K | 0.3% | 46 |
|
|
2024
Q2 | $40.5M | Buy |
656,389
+92,303
| +16% | +$5.69M | 0.29% | 46 |
|
|
2024
Q1 | $35.7M | Buy |
564,086
+34,584
| +7% | +$2.19M | 0.32% | 40 |
|
|
2023
Q4 | $32.8M | Buy |
529,502
+24,473
| +5% | +$1.51M | 0.33% | 35 |
|
|
2023
Q3 | $28.5M | Buy |
505,029
+29,479
| +6% | +$1.66M | 0.32% | 37 |
|
|
2023
Q2 | $28M | Buy |
475,550
+19,909
| +4% | +$1.17M | 0.32% | 36 |
|
|
2023
Q1 | $27.1M | Sell |
455,641
-6,831
| -1% | -$407K | 0.33% | 33 |
|
|
2022
Q4 | $26.1M | Buy |
462,472
+44,653
| +11% | +$2.52M | 0.35% | 34 |
|
|
2022
Q3 | $20.4M | Buy |
417,819
+25,922
| +7% | +$1.26M | 0.31% | 39 |
|
|
2022
Q2 | $21.4M | Sell |
391,897
-15,148
| -4% | -$827K | 0.32% | 40 |
|
|
2022
Q1 | $27M | Buy |
407,045
+43,374
| +12% | +$2.88M | 0.37% | 35 |
|
|
2021
Q4 | $26.6M | Buy |
363,671
+14,684
| +4% | +$1.07M | 0.4% | 32 |
|
|
2021
Q3 | $26M | Buy |
348,987
+38,969
| +13% | +$2.9M | 0.43% | 30 |
|
|
2021
Q2 | $23M | Buy |
310,018
+65,097
| +27% | +$4.82M | 0.42% | 30 |
|
|
2021
Q1 | $17.6M | Buy |
244,921
+39,437
| +19% | +$2.84M | 0.38% | 43 |
|
|
2020
Q4 | $14M | Sell |
205,484
-15,590
| -7% | -$1.06M | 0.33% | 50 |
|
|
2020
Q3 | $13M | Buy |
221,074
+21,790
| +11% | +$1.29M | 0.21% | 84 |
|
|
2020
Q2 | $10.7M | Sell |
199,284
-22,679
| -10% | -$1.22M | 0.31% | 54 |
|
|
2020
Q1 | $9.96M | Buy |
221,963
+59,803
| +37% | +$2.68M | 0.3% | 55 |
|
|
2019
Q4 | $10.1M | Buy |
162,160
+141,474
| +684% | +$8.82M | 0.23% | 68 |
|
|
2019
Q3 | $1.18M | Buy |
20,686
+2,191
| +12% | +$125K | 0.05% | 188 |
|
|
2019
Q2 | $1.06M | Buy |
18,495
+6,601
| +55% | +$379K | 0.05% | 184 |
|
|
2019
Q1 | $683K | Buy |
11,894
+2,622
| +28% | +$151K | 0.04% | 232 |
|
|
2018
Q4 | $484K | Buy |
+9,272
| New | +$484K | 0.08% | 230 |
|