Clayton Financial Group’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 | – | Sell |
-13,227
| Closed | -$840K | – | 99 |
|
|
2025
Q1 | $840K | Buy |
13,227
+460
| +4% | +$29.2K | 0.31% | 49 |
|
|
2024
Q4 | $776K | Sell |
12,767
-313
| -2% | -$19K | 0.28% | 51 |
|
|
2024
Q3 | $886K | Buy |
13,080
+2,307
| +21% | +$156K | 0.33% | 48 |
|
|
2024
Q2 | $682K | Hold |
10,773
| – | – | 0.3% | 54 |
|
|
2024
Q1 | $682K | Buy |
10,773
+176
| +2% | +$11.1K | 0.31% | 52 |
|
|
2023
Q4 | $656K | Buy |
+10,597
| New | +$656K | 0.41% | 35 |
|