Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.77M | Buy |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $2.03M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $1.28M | Buy |
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|
2020
Q2 | $677K | Sell |
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|
2020
Q1 | $8.37M | Buy |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.21M | Sell |
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|
2019
Q2 | $1.42M | Sell |
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|
2019
Q1 | $1.45M | Sell |
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|
2018
Q4 | $20.1M | Buy |
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|
2018
Q3 | $668K | Sell |
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|
2018
Q2 | $889K | Sell |
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|
2018
Q1 | $956K | Sell |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $515K | Buy |
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|
2017
Q2 | $455K | Buy |
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|
2017
Q1 | $372K | Sell |
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|
2016
Q4 | $3.22M | Buy |
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|
2016
Q3 | $290K | Sell |
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|
2016
Q2 | $368K | Buy |
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|
2016
Q1 | $379K | Sell |
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|
2015
Q4 | $409K | Buy |
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|
2015
Q3 | $391K | Buy |
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|
2015
Q2 | $416K | Hold |
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|
2015
Q1 | $404K | Hold |
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|
2014
Q4 | $381K | Buy |
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|
2014
Q3 | $385K | Buy |
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|
2014
Q2 | $355K | Buy |
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|
2014
Q1 | $330K | Hold |
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|
2013
Q4 | $323K | Buy |
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|
2013
Q3 | $306K | Buy |
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