Coyle Financial Counsel’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 | $2.49M | Sell |
34,216
-1,966
| -5% | -$143K | 0.67% | 22 |
|
|
2025
Q1 | $2.3M | Sell |
36,182
-7,369
| -17% | -$468K | 0.7% | 20 |
|
|
2024
Q4 | $2.65M | Sell |
43,551
-1,716
| -4% | -$104K | 0.84% | 19 |
|
|
2024
Q3 | $2.79M | Buy |
45,267
+2,156
| +5% | +$133K | 0.97% | 22 |
|
|
2024
Q2 | $2.73M | Hold |
43,111
| – | – | 0.98% | 24 |
|
|
2024
Q1 | $2.73M | Buy |
43,111
+23
| +0.1% | +$1.46K | 0.98% | 24 |
|
|
2023
Q4 | $2.67M | Buy |
43,088
+1,357
| +3% | +$84K | 1.03% | 21 |
|
|
2023
Q3 | $2.36M | Buy |
41,731
+4,463
| +12% | +$252K | 0.99% | 22 |
|
|
2023
Q2 | $2.2M | Buy |
37,268
+103
| +0.3% | +$6.08K | 0.99% | 21 |
|
|
2023
Q1 | $2.21M | Buy |
37,165
+698
| +2% | +$41.5K | 1.02% | 23 |
|
|
2022
Q4 | $2.06M | Sell |
36,467
-1,092
| -3% | -$61.7K | 0.99% | 22 |
|
|
2022
Q3 | $1.83M | Buy |
37,559
+2,004
| +6% | +$97.7K | 1.22% | 20 |
|
|
2022
Q2 | $1.94M | Buy |
35,555
+2,746
| +8% | +$150K | 1.06% | 22 |
|
|
2022
Q1 | $2.18M | Buy |
32,809
+5,127
| +19% | +$340K | 1.16% | 20 |
|
|
2021
Q4 | $2.02M | Buy |
27,682
+427
| +2% | +$31.2K | 1.19% | 18 |
|
|
2021
Q3 | $2.03M | Buy |
27,255
+646
| +2% | +$48.1K | 1.19% | 20 |
|
|
2021
Q2 | $1.97M | Buy |
26,609
+3,247
| +14% | +$241K | 1.18% | 21 |
|
|
2021
Q1 | $1.68M | Buy |
23,362
+498
| +2% | +$35.8K | 1.16% | 25 |
|
|
2020
Q4 | $1.56M | Sell |
22,864
-224
| -1% | -$15.3K | 1.15% | 26 |
|
|
2020
Q3 | $1.36M | Buy |
23,088
+146
| +0.6% | +$8.61K | 1.14% | 25 |
|
|
2020
Q2 | $1.23M | Buy |
22,942
+8
| +0% | +$429 | 1.14% | 25 |
|
|
2020
Q1 | $1.03M | Sell |
22,934
-141
| -0.6% | -$6.32K | 1.28% | 21 |
|
|
2019
Q4 | $1.44M | Sell |
23,075
-140
| -0.6% | -$8.72K | 1.34% | 24 |
|
|
2019
Q3 | $1.33M | Sell |
23,215
-791
| -3% | -$45.3K | 1.35% | 26 |
|
|
2019
Q2 | $1.38M | Sell |
24,006
-639
| -3% | -$36.7K | 1.23% | 23 |
|
|
2019
Q1 | $1.42M | Buy |
24,645
+227
| +0.9% | +$13K | 1.37% | 22 |
|
|
2018
Q4 | $1.27M | Buy |
24,418
+1,371
| +6% | +$71K | 1.34% | 23 |
|
|
2018
Q3 | $1.44M | Buy |
23,047
+1,008
| +5% | +$62.8K | 1.6% | 23 |
|
|
2018
Q2 | $1.38M | Buy |
22,039
+849
| +4% | +$53.3K | 1.3% | 27 |
|
|
2018
Q1 | $1.38M | Buy |
21,190
+1,680
| +9% | +$109K | 1.43% | 22 |
|
|
2017
Q4 | $1.26M | Buy |
+19,510
| New | +$1.26M | 1.44% | 21 |
|
|
2017
Q2 | $954K | Sell |
16,497
-243
| -1% | -$14.1K | 1.28% | 24 |
|
|
2017
Q1 | $906K | Buy |
+16,740
| New | +$906K | 1.18% | 25 |
|
|
2016
Q4 | – | Sell |
-14,463
| Closed | -$744K | – | 41 |
|
|
2016
Q3 | $744K | Buy |
14,463
+893
| +7% | +$45.9K | 1.07% | 24 |
|
|
2016
Q2 | $655K | Buy |
13,570
+956
| +8% | +$46.1K | 0.95% | 27 |
|
|
2016
Q1 | $628K | Buy |
12,614
+1,329
| +12% | +$66.2K | 1% | 23 |
|
|
2015
Q4 | $564K | Buy |
11,285
+1,051
| +10% | +$52.5K | 0.55% | 30 |
|
|
2015
Q3 | $489K | Buy |
+10,234
| New | +$489K | 0.46% | 28 |
|