Clear Investment Research’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 | $157K | Sell |
2,161
-29
| -1% | -$2.11K | 0.2% | 69 |
|
|
2025
Q1 | $139K | Sell |
2,190
-110
| -5% | -$6.99K | 0.19% | 67 |
|
|
2024
Q4 | $140K | Buy |
2,300
+143
| +7% | +$8.69K | 0.18% | 67 |
|
|
2024
Q3 | $146K | Sell |
2,157
-472
| -18% | -$32K | 0.19% | 66 |
|
|
2024
Q2 | $162K | Sell |
2,629
-39
| -1% | -$2.4K | 0.21% | 58 |
|
|
2024
Q1 | $169K | Buy |
2,668
+97
| +4% | +$6.15K | 0.23% | 57 |
|
|
2023
Q4 | $159K | Buy |
2,571
+30
| +1% | +$1.86K | 0.22% | 61 |
|
|
2023
Q3 | $143K | Buy |
2,541
+70
| +3% | +$3.95K | 0.25% | 55 |
|
|
2023
Q2 | $146K | Buy |
2,471
+179
| +8% | +$10.6K | 0.24% | 53 |
|
|
2023
Q1 | $137K | Hold |
2,292
| – | – | 0.24% | 54 |
|
|
2022
Q4 | $129K | Sell |
2,292
-49
| -2% | -$2.76K | 0.25% | 54 |
|
|
2022
Q3 | $114K | Buy |
2,341
+69
| +3% | +$3.36K | 0.24% | 54 |
|
|
2022
Q2 | $124K | Buy |
2,272
+91
| +4% | +$4.97K | 0.27% | 57 |
|
|
2022
Q1 | $145K | Buy |
2,181
+45
| +2% | +$2.99K | 0.28% | 58 |
|
|
2021
Q4 | $156K | Buy |
2,136
+83
| +4% | +$6.06K | 0.24% | 57 |
|
|
2021
Q3 | $153K | Sell |
2,053
-5
| -0.2% | -$373 | 0.25% | 60 |
|
|
2021
Q2 | $153K | Sell |
2,058
-906
| -31% | -$67.4K | 0.26% | 56 |
|
|
2021
Q1 | $213K | Buy |
2,964
+125
| +4% | +$8.98K | 0.39% | 37 |
|
|
2020
Q4 | $194K | Buy |
2,839
+329
| +13% | +$22.5K | 0.35% | 39 |
|
|
2020
Q3 | $148K | Buy |
2,510
+27
| +1% | +$1.59K | 0.3% | 41 |
|
|
2020
Q2 | $133K | Sell |
2,483
-789
| -24% | -$42.3K | 0.29% | 41 |
|
|
2020
Q1 | $147K | Buy |
3,272
+545
| +20% | +$24.5K | 0.36% | 40 |
|
|
2019
Q4 | $142K | Sell |
2,727
-502
| -16% | -$26.1K | 0.29% | 46 |
|
|
2019
Q3 | $185K | Buy |
3,229
+69
| +2% | +$3.95K | 0.4% | 38 |
|
|
2019
Q2 | $181K | Buy |
3,160
+424
| +15% | +$24.3K | 0.3% | 41 |
|
|
2019
Q1 | $157K | Sell |
2,736
-79
| -3% | -$4.53K | 0.25% | 41 |
|
|
2018
Q4 | $146K | Buy |
2,815
+412
| +17% | +$21.4K | 0.24% | 42 |
|
|
2018
Q3 | $150K | Buy |
2,403
+2,096
| +683% | +$131K | 0.22% | 42 |
|
|
2018
Q2 | $20K | Hold |
307
| – | – | 0.01% | 55 |
|
|
2018
Q1 | $20K | Buy |
+307
| New | +$20K | 0.01% | 55 |
|