Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.5K | Hold |
274
| – | – | ﹤0.01% | 765 |
|
|
2026
Q1 | $21.5K | Hold |
274
| – | – | ﹤0.01% | 709 |
|
|
2025
Q4 | $21.2K | Hold |
274
| – | – | ﹤0.01% | 665 |
|
|
2025
Q3 | $21K | Hold |
274
| – | – | ﹤0.01% | 647 |
|
|
2025
Q2 | $19.9K | Hold |
274
| – | – | ﹤0.01% | 627 |
|
|
2025
Q1 | $17.4K | Hold |
274
| – | – | ﹤0.01% | 618 |
|
|
2024
Q4 | $16.6K | Hold |
274
| – | – | ﹤0.01% | 624 |
|
|
2024
Q3 | $18.6K | Sell |
274
-447
| -62% | -$28.8K | ﹤0.01% | 573 |
|
|
2024
Q2 | $44.5K | Sell |
721
-45
| -6% | -$2.82K | ﹤0.01% | 427 |
|
|
2024
Q1 | $48.5K | Sell |
766
-17,185
| -96% | -$1.05M | ﹤0.01% | 389 |
|
|
2023
Q4 | $1.11M | Hold |
17,951
| – | – | 0.06% | 120 |
|
|
2023
Q3 | $1.01M | Hold |
17,951
| – | – | 0.06% | 123 |
|
|
2023
Q2 | $1.06M | Hold |
17,951
| – | – | 0.07% | 121 |
|
|
2023
Q1 | $1.07M | Hold |
17,951
| – | – | 0.07% | 118 |
|
|
2022
Q4 | $1.01M | Sell |
17,951
-187
| -1% | -$10K | 0.07% | 123 |
|
|
2022
Q3 | $885K | Sell |
18,138
-13
| -0.1% | -$713 | 0.07% | 114 |
|
|
2022
Q2 | $991K | Sell |
18,151
-5,478
| -23% | -$331K | 0.09% | 112 |
|
|
2022
Q1 | $1.57M | Hold |
23,629
| – | – | 0.13% | 102 |
|
|
2021
Q4 | $1.73M | Hold |
23,629
| – | – | 0.16% | 102 |
|
|
2021
Q3 | $1.76M | Buy |
23,629
+492
| +2% | +$37.4K | 0.18% | 96 |
|
|
2021
Q2 | $1.72M | Hold |
23,137
| – | – | 0.19% | 98 |
|
|
2021
Q1 | $1.66M | Hold |
23,137
| – | – | 0.23% | 79 |
|
|
2020
Q4 | $1.58M | Hold |
23,137
| – | – | 0.29% | 59 |
|
|
2020
Q3 | $1.36M | Hold |
23,137
| – | – | 0.3% | 55 |
|
|
2020
Q2 | $1.24M | Sell |
23,137
-110
| -0.5% | -$5.54K | 0.29% | 53 |
|
|
2020
Q1 | $1.04M | Buy |
23,247
+5,351
| +30% | +$297K | 0.28% | 50 |
|
|
2019
Q4 | $1.11M | Buy |
17,896
+17,237
| +2,616% | +$1.04M | 0.36% | 47 |
|
|
2019
Q3 | $38K | Hold |
659
| – | – | 0.02% | 172 |
|
|
2019
Q2 | $37K | Hold |
659
| – | – | 0.02% | 159 |
|
|
2019
Q1 | $37K | Buy |
659
+110
| +20% | +$6.16K | 0.02% | 158 |
|
|
2018
Q4 | $28K | Sell |
549
-145
| -21% | -$8.12K | 0.01% | 180 |
|
|
2018
Q3 | $43K | Hold |
694
| – | – | 0.02% | 149 |
|
|
2018
Q2 | $43K | Sell |
694
-157
| -18% | -$10.3K | 0.03% | 155 |
|
|
2018
Q1 | $55K | Hold |
851
| – | – | 0.03% | 137 |
|
|
2017
Q4 | $55K | Hold |
851
| – | – | 0.04% | 132 |
|
|
2017
Q3 | $53K | Buy |
+851
| New | +$50.9K | 0.04% | 124 |
|
Other funds holding SCZ
TWIM
TCIIS
Bogart Wealth LLC's SCZ Position: Q2 2026 in Review
Bogart Wealth LLC held its iShares MSCI EAFE Small-Cap ETF (SCZ) position steady in Q2 2026 at 274 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #765.
Bogart Wealth LLC first reported a position in SCZ in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.76M in Q3 2021. 772 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.
- Bogart Wealth LLC held 274 shares of iShares MSCI EAFE Small-Cap ETF worth $22.5K as of Q2 2026.
- Bogart Wealth LLC left its iShares MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
- iShares MSCI EAFE Small-Cap ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #765 holding.
- Bogart Wealth LLC first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's iShares MSCI EAFE Small-Cap ETF position peaked at $1.76M in Q3 2021.
- 772 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.