Capital Advisors Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $175K | Buy |
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|
2025
Q2 | $151K | Buy |
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|
2025
Q1 | $82K | Sell |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $196K | Buy |
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|
2024
Q1 | $201K | Hold |
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|
2023
Q4 | $196K | Buy |
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|
2023
Q3 | $179K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $164K | Sell |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | $173K | Hold |
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|
2020
Q2 | $157K | Buy |
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|
2020
Q1 | $131K | Buy |
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|
2019
Q4 | $177K | Buy |
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|
2019
Q3 | $144K | Buy |
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|
2019
Q2 | $132K | Sell |
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|
2019
Q1 | $161K | Sell |
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|
2018
Q4 | $150K | Buy |
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|
2018
Q3 | $137K | Hold |
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|
2018
Q2 | $138K | Buy |
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|
2018
Q1 | $81K | Sell |
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|
2017
Q4 | $114K | Buy |
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|
2017
Q3 | $54K | Hold |
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|
2017
Q2 | $51K | Buy |
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|
2017
Q1 | $38K | Hold |
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|
2016
Q4 | $35K | Hold |
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|
2016
Q3 | $36K | Buy |
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|
2016
Q2 | $26K | Hold |
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|
2016
Q1 | $27K | Hold |
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|
2015
Q4 | $27K | Hold |
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|
2015
Q3 | $26K | Hold |
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|
2015
Q2 | $28K | Hold |
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|
2015
Q1 | $27K | Hold |
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|
2014
Q4 | $25K | Hold |
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|
2014
Q3 | $26K | Hold |
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|
2014
Q2 | $29K | Hold |
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|
2014
Q1 | $28K | Hold |
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|
2013
Q4 | $28K | Buy |
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