Cobblestone Capital 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 | $376K | Buy |
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|
2025
Q2 | $338K | Hold |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $282K | Hold |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $377K | Hold |
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|
2021
Q4 | $415K | Hold |
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|
2021
Q3 | $423K | Sell |
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|
2021
Q2 | $443K | Hold |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $353K | Hold |
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|
2020
Q2 | $321K | Hold |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $416K | Sell |
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|
2019
Q3 | $387K | Hold |
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|
2019
Q2 | $388K | Buy |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $319K | Buy |
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|
2018
Q3 | $372K | Hold |
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|
2018
Q2 | $375K | Hold |
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|
2018
Q1 | $390K | Sell |
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|
2017
Q4 | $409K | Hold |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $367K | Hold |
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|
2017
Q1 | $343K | Hold |
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|
2016
Q4 | $316K | Sell |
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|
2016
Q3 | $393K | Sell |
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|
2016
Q2 | $377K | Sell |
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|
2016
Q1 | $394K | Sell |
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|
2015
Q4 | $416K | Hold |
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|
2015
Q3 | $398K | Sell |
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|
2015
Q2 | $460K | Sell |
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|
2015
Q1 | $449K | Sell |
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|
2014
Q4 | $1.38M | Sell |
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|
2014
Q3 | $1.46M | Sell |
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|
2014
Q2 | $1.62M | Buy |
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|
2014
Q1 | $1.58M | Sell |
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|
2013
Q4 | $1.57M | Sell |
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|
2013
Q3 | $1.54M | Sell |
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|
2013
Q2 | $1.36M | Buy |
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