Coston McIsaac & Partners’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 | $21K | Hold |
301
| – | – | 0.01% | 419 |
|
2025
Q1 | $19K | Hold |
301
| – | – | 0.01% | 403 |
|
2024
Q4 | $18K | Hold |
301
| – | – | 0.01% | 405 |
|
2024
Q3 | $20 | Hold |
301
| – | – | 0.01% | 399 |
|
2024
Q2 | $18K | Hold |
301
| – | – | 0.01% | 392 |
|
2024
Q1 | $19K | Hold |
301
| – | – | 0.01% | 394 |
|
2023
Q4 | $18K | Hold |
301
| – | – | 0.01% | 400 |
|
2023
Q3 | $16K | Hold |
301
| – | – | 0.01% | 409 |
|
2023
Q2 | $17K | Hold |
301
| – | – | 0.01% | 434 |
|
2023
Q1 | $17K | Sell |
301
-608
| -67% | -$34.3K | 0.01% | 432 |
|
2022
Q4 | $51 | Hold |
909
| – | – | 0.02% | 258 |
|
2022
Q3 | $44K | Hold |
909
| – | – | 0.02% | 229 |
|
2022
Q2 | $50K | Buy |
+909
| New | +$50K | 0.03% | 133 |
|