DI
Disciplined Investments’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Sell |
43,680
-873
| -2% | -$63.4K | 1.34% | 23 |
|
|
2025
Q1 | $2.83M | Buy |
44,553
+109
| +0.2% | +$6.93K | 1.3% | 22 |
|
|
2024
Q4 | $2.7M | Buy |
44,444
+809
| +2% | +$49.1K | 1.33% | 24 |
|
|
2024
Q3 | $2.95M | Sell |
43,635
-80
| -0.2% | -$5.42K | 1.46% | 24 |
|
|
2024
Q2 | $2.69M | Buy |
43,715
+690
| +2% | +$42.5K | 1.43% | 24 |
|
|
2024
Q1 | $2.72M | Sell |
43,025
-3,423
| -7% | -$217K | 1.49% | 23 |
|
|
2023
Q4 | $2.88M | Sell |
46,448
-1,333
| -3% | -$82.5K | 1.68% | 18 |
|
|
2023
Q3 | $2.7M | Sell |
47,781
-1,648
| -3% | -$93.1K | 1.64% | 21 |
|
|
2023
Q2 | $2.92M | Sell |
49,429
-10,997
| -18% | -$649K | 1.56% | 22 |
|
|
2023
Q1 | $3.6M | Sell |
60,426
-1,539
| -2% | -$91.6K | 1.51% | 20 |
|
|
2022
Q4 | $3.5M | Sell |
61,965
-7,105
| -10% | -$401K | 1.71% | 18 |
|
|
2022
Q3 | $3.37M | Sell |
69,070
-4,231
| -6% | -$206K | 1.55% | 21 |
|
|
2022
Q2 | $4M | Sell |
73,301
-7,130
| -9% | -$389K | 1.81% | 15 |
|
|
2022
Q1 | $5.34M | Buy |
80,431
+7,331
| +10% | +$486K | 2.21% | 10 |
|
|
2021
Q4 | $5.34M | Buy |
73,100
+3,605
| +5% | +$263K | 2.36% | 7 |
|
|
2021
Q3 | $5.17M | Buy |
69,495
+4,877
| +8% | +$363K | 2.51% | 7 |
|
|
2021
Q2 | $4.79M | Buy |
64,618
+5,349
| +9% | +$397K | 2.46% | 8 |
|
|
2021
Q1 | $4.26M | Sell |
59,269
-2,056
| -3% | -$148K | 2.51% | 7 |
|
|
2020
Q4 | $4.19M | Buy |
61,325
+720
| +1% | +$49.2K | 2.8% | 6 |
|
|
2020
Q3 | $3.58M | Buy |
60,605
+1,377
| +2% | +$81.2K | 2.64% | 7 |
|
|
2020
Q2 | $3.18M | Buy |
59,228
+1,969
| +3% | +$106K | 2.47% | 8 |
|
|
2020
Q1 | $2.57M | Sell |
57,259
-11,381
| -17% | -$510K | 2.44% | 8 |
|
|
2019
Q4 | $4.28M | Buy |
+68,640
| New | +$4.28M | 3.61% | 4 |
|