Compass Ion 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 | $421K | Sell |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $374K | Sell |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $429K | Buy |
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|
2024
Q2 | $374K | Buy |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $338K | Buy |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | $261K | Buy |
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