Coppell Advisory Solutions’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 |
-79,747
| Closed | -$4.54M | – | 430 |
|
|
2025
Q1 | $4.54M | Buy |
79,747
+79,514
| +34,126% | +$4.53M | 0.63% | 35 |
|
|
2024
Q4 | $14.2K | Hold |
233
| – | – | ﹤0.01% | 995 |
|
|
2024
Q3 | $15.8K | Hold |
233
| – | – | ﹤0.01% | 945 |
|
|
2024
Q2 | $14.4K | Buy |
+233
| New | +$14.4K | ﹤0.01% | 899 |
|
|
2023
Q4 | $14.4K | Buy |
233
+219
| +1,564% | +$13.6K | ﹤0.01% | 839 |
|
|
2023
Q3 | $791 | Sell |
14
-219
| -94% | -$12.4K | ﹤0.01% | 960 |
|
|
2023
Q2 | $13.6K | Buy |
+233
| New | +$13.6K | ﹤0.01% | 627 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | -$791 | – | 906 |
|
|
2022
Q4 | $791 | Buy |
+14
| New | +$791 | ﹤0.01% | 963 |
|