Berger Financial Group’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 | $220K | Buy |
+3,031
| New | +$220K | 0.01% | 389 |
|
|
2025
Q1 | – | Sell |
-3,706
| Closed | -$225K | – | 433 |
|
|
2024
Q4 | $225K | Sell |
3,706
-232
| -6% | -$14.1K | 0.02% | 378 |
|
|
2024
Q3 | $267K | Sell |
3,938
-95
| -2% | -$6.43K | 0.02% | 332 |
|
|
2024
Q2 | $249K | Sell |
4,033
-122
| -3% | -$7.52K | 0.02% | 322 |
|
|
2024
Q1 | $263K | Sell |
4,155
-201
| -5% | -$12.7K | 0.02% | 305 |
|
|
2023
Q4 | $270K | Sell |
4,356
-435
| -9% | -$26.9K | 0.03% | 249 |
|
|
2023
Q3 | $271K | Buy |
4,791
+1,124
| +31% | +$63.5K | 0.03% | 225 |
|
|
2023
Q2 | $216K | Buy |
+3,667
| New | +$216K | 0.02% | 266 |
|
|
2022
Q2 | – | Sell |
-3,314
| Closed | -$220K | – | 276 |
|
|
2022
Q1 | $220K | Buy |
+3,314
| New | +$220K | 0.03% | 250 |
|