Betterment LLC’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 | $744K | Buy |
10,234
+459
| +5% | +$33.4K | ﹤0.01% | 303 |
|
|
2025
Q1 | $621K | Buy |
9,775
+191
| +2% | +$12.1K | ﹤0.01% | 310 |
|
|
2024
Q4 | $582K | Buy |
9,584
+5,182
| +118% | +$315K | ﹤0.01% | 307 |
|
|
2024
Q3 | $298K | Buy |
4,402
+116
| +3% | +$7.85K | ﹤0.01% | 368 |
|
|
2024
Q2 | $264K | Buy |
4,286
+241
| +6% | +$14.8K | ﹤0.01% | 358 |
|
|
2024
Q1 | $256K | Buy |
4,045
+295
| +8% | +$18.7K | ﹤0.01% | 329 |
|
|
2023
Q4 | $232K | Buy |
+3,750
| New | +$232K | ﹤0.01% | 305 |
|
|
2020
Q1 | – | Sell |
-34,589
| Closed | -$2.15M | – | 118 |
|
|
2019
Q4 | $2.15M | Sell |
34,589
-30,820
| -47% | -$1.92M | 0.01% | 66 |
|
|
2019
Q3 | $3.75M | Hold |
65,409
| – | – | 0.02% | 56 |
|
|
2019
Q2 | $3.75M | Buy |
65,409
+267
| +0.4% | +$15.3K | 0.02% | 56 |
|
|
2019
Q1 | $3.74M | Buy |
65,142
+10,119
| +18% | +$581K | 0.02% | 55 |
|
|
2018
Q4 | $2.85M | Buy |
55,023
+10,725
| +24% | +$556K | 0.02% | 59 |
|
|
2018
Q3 | $2.76M | Buy |
44,298
+8,453
| +24% | +$526K | 0.02% | 57 |
|
|
2018
Q2 | $2.25M | Buy |
35,845
+309
| +0.9% | +$19.4K | 0.02% | 56 |
|
|
2018
Q1 | $2.33M | Buy |
35,536
+13,782
| +63% | +$904K | 0.02% | 53 |
|
|
2017
Q4 | $1.4M | Buy |
21,754
+12,848
| +144% | +$829K | 0.01% | 51 |
|
|
2017
Q3 | $552K | Buy |
+8,906
| New | +$552K | 0.01% | 68 |
|