Douglass Winthrop Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $505K | Sell |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $588K | Hold |
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|
2024
Q2 | $535K | Hold |
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|
2024
Q1 | $550K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $249K | Hold |
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|
2015
Q4 | $250K | Hold |
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|
2015
Q3 | $239K | Hold |
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|
2015
Q2 | $247K | Hold |
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|
2015
Q1 | $247K | Buy |
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