Choate Investment Advisors’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 | – | Sell |
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|
2025
Q2 | $31.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $24.2K | Sell |
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|
2023
Q2 | $161K | Buy |
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|
2023
Q1 | $25.5K | Hold |
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|
2022
Q4 | $24.2K | Sell |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $23K | Sell |
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|
2022
Q1 | $74K | Hold |
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|
2021
Q4 | $81K | Hold |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $82K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.28M | Buy |
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|
2014
Q1 | $337K | Buy |
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|
2013
Q4 | $282K | Buy |
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|
2013
Q3 | $250K | Sell |
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|
2013
Q2 | $226K | Buy |
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