CIBC Private Wealth Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Buy |
3,880
+203
| +6% | +$14.8K | ﹤0.01% | 998 |
|
|
2025
Q1 | $212K | Sell |
3,677
-4,976
| -58% | -$287K | ﹤0.01% | 1059 |
|
|
2024
Q4 | $522K | Buy |
8,653
+902
| +12% | +$54.4K | ﹤0.01% | 852 |
|
|
2024
Q3 | $525K | Sell |
7,751
-1,396
| -15% | -$94.5K | ﹤0.01% | 858 |
|
|
2024
Q2 | $573K | Sell |
9,147
-5,128
| -36% | -$321K | ﹤0.01% | 783 |
|
|
2024
Q1 | $900K | Sell |
14,275
-497
| -3% | -$31.3K | ﹤0.01% | 692 |
|
|
2023
Q4 | $914K | Buy |
14,772
+8,015
| +119% | +$496K | ﹤0.01% | 652 |
|
|
2023
Q3 | $382K | Buy |
+6,757
| New | +$382K | ﹤0.01% | 820 |
|
|
2023
Q1 | – | Sell |
-12,265
| Closed | -$693K | – | 929 |
|
|
2022
Q4 | $693K | Buy |
+12,265
| New | +$693K | ﹤0.01% | 573 |
|
|
2022
Q3 | – | Sell |
-11,265
| Closed | -$614K | – | 1147 |
|
|
2022
Q2 | $614K | Buy |
11,265
+419
| +4% | +$22.8K | ﹤0.01% | 672 |
|
|
2022
Q1 | $720K | Sell |
10,846
-322
| -3% | -$21.4K | ﹤0.01% | 688 |
|
|
2021
Q4 | $816K | Buy |
+11,168
| New | +$816K | ﹤0.01% | 686 |
|
|
2019
Q3 | – | Sell |
-4,245
| Closed | -$244K | – | 936 |
|
|
2019
Q2 | $244K | Buy |
+4,245
| New | +$244K | ﹤0.01% | 857 |
|
|
2018
Q4 | – | Sell |
-9,473
| Closed | -$590K | – | 945 |
|
|
2018
Q3 | $590K | Buy |
9,473
+8,465
| +840% | +$527K | ﹤0.01% | 744 |
|
|
2018
Q2 | $63K | Hold |
1,008
| – | – | ﹤0.01% | 1123 |
|
|
2018
Q1 | $66K | Buy |
1,008
+735
| +269% | +$48.1K | ﹤0.01% | 1097 |
|
|
2017
Q4 | $18K | Buy |
+273
| New | +$18K | ﹤0.01% | 1429 |
|