Courage Miller 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 | $480K | Buy |
6,599
+145
| +2% | +$10.5K | 0.15% | 57 |
|
|
2025
Q1 | $410K | Buy |
6,454
+151
| +2% | +$9.59K | 0.14% | 62 |
|
|
2024
Q4 | $383K | Buy |
6,303
+49
| +0.8% | +$2.98K | 0.13% | 62 |
|
|
2024
Q3 | $423K | Buy |
6,254
+139
| +2% | +$9.41K | 0.14% | 61 |
|
|
2024
Q2 | $377K | Buy |
6,115
+8
| +0.1% | +$493 | 0.14% | 63 |
|
|
2024
Q1 | $387K | Sell |
6,107
-262
| -4% | -$16.6K | 0.13% | 66 |
|
|
2023
Q4 | $394K | Sell |
6,369
-702
| -10% | -$43.5K | 0.15% | 61 |
|
|
2023
Q3 | $399K | Buy |
7,071
+247
| +4% | +$13.9K | 0.16% | 59 |
|
|
2023
Q2 | $402K | Buy |
6,824
+10
| +0.1% | +$590 | 0.17% | 62 |
|
|
2023
Q1 | $406K | Buy |
6,814
+412
| +6% | +$24.5K | 0.17% | 61 |
|
|
2022
Q4 | $362K | Sell |
6,402
-53
| -0.8% | -$2.99K | 0.17% | 60 |
|
|
2022
Q3 | $315K | Buy |
6,455
+75
| +1% | +$3.66K | 0.16% | 60 |
|
|
2022
Q2 | $348K | Buy |
6,380
+1
| +0% | +$55 | 0.17% | 59 |
|
|
2022
Q1 | $423K | Buy |
6,379
+57
| +0.9% | +$3.78K | 0.17% | 59 |
|
|
2021
Q4 | $462K | Buy |
6,322
+215
| +4% | +$15.7K | 0.17% | 62 |
|
|
2021
Q3 | $454K | Sell |
6,107
-57
| -0.9% | -$4.24K | 0.18% | 64 |
|
|
2021
Q2 | $457K | Buy |
6,164
+328
| +6% | +$24.3K | 0.19% | 65 |
|
|
2021
Q1 | $419K | Sell |
5,836
-147
| -2% | -$10.6K | 0.18% | 67 |
|
|
2020
Q4 | $409K | Sell |
5,983
-24
| -0.4% | -$1.64K | 0.19% | 63 |
|
|
2020
Q3 | $322K | Hold |
6,007
| – | – | 0.17% | 65 |
|
|
2020
Q2 | $322K | Buy |
6,007
+8
| +0.1% | +$429 | 0.17% | 65 |
|
|
2020
Q1 | $268K | Buy |
5,999
+243
| +4% | +$10.9K | 0.16% | 64 |
|
|
2019
Q4 | $359K | Buy |
5,756
+43
| +0.8% | +$2.68K | 0.18% | 63 |
|
|
2019
Q3 | $327K | Sell |
5,713
-244
| -4% | -$14K | 0.18% | 63 |
|
|
2019
Q2 | $341K | Buy |
5,957
+270
| +5% | +$15.5K | 0.19% | 63 |
|
|
2019
Q1 | $326K | Buy |
5,687
+76
| +1% | +$4.36K | 0.18% | 62 |
|
|
2018
Q4 | $290K | Buy |
5,611
+396
| +8% | +$20.5K | 0.17% | 63 |
|
|
2018
Q3 | $325K | Buy |
5,215
+155
| +3% | +$9.66K | 0.19% | 61 |
|
|
2018
Q2 | $317K | Buy |
5,060
+205
| +4% | +$12.8K | 0.19% | 61 |
|
|
2018
Q1 | $316K | Sell |
4,855
-43
| -0.9% | -$2.8K | 0.19% | 60 |
|
|
2017
Q4 | $315K | Sell |
4,898
-349
| -7% | -$22.4K | 0.19% | 60 |
|
|
2017
Q3 | $325K | Sell |
5,247
-532
| -9% | -$33K | 0.2% | 61 |
|
|
2017
Q2 | $334K | Sell |
5,779
-15
| -0.3% | -$867 | 0.22% | 59 |
|
|
2017
Q1 | $314K | Buy |
5,794
+594
| +11% | +$32.2K | 0.22% | 59 |
|
|
2016
Q4 | $259K | Buy |
5,200
+313
| +6% | +$15.6K | 0.18% | 62 |
|
|
2016
Q3 | $256K | Hold |
4,887
| – | – | 0.18% | 62 |
|
|
2016
Q2 | $236K | Sell |
4,887
-492
| -9% | -$23.8K | 0.17% | 64 |
|
|
2016
Q1 | $268K | Buy |
5,379
+16
| +0.3% | +$797 | 0.19% | 59 |
|
|
2015
Q4 | $268K | Buy |
+5,363
| New | +$268K | 0.19% | 63 |
|
|
2015
Q3 | – | Sell |
-3,950
| Closed | -$202K | – | 63 |
|
|
2015
Q2 | $202K | Sell |
3,950
-541
| -12% | -$27.7K | 0.15% | 57 |
|
|
2015
Q1 | $222K | Buy |
+4,491
| New | +$222K | 0.17% | 56 |
|