EA
Efficient Advisors’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 | $1.76M | Sell |
24,174
-3,964
| -14% | -$288K | 0.1% | 45 |
|
|
2025
Q1 | $1.79M | Sell |
28,138
-8,324
| -23% | -$529K | 0.12% | 44 |
|
|
2024
Q4 | $2.22M | Sell |
36,462
-546
| -1% | -$33.2K | 0.14% | 43 |
|
|
2024
Q3 | $2.51M | Sell |
37,008
-2,653
| -7% | -$180K | 0.16% | 40 |
|
|
2024
Q2 | $2.44M | Sell |
39,661
-7,789
| -16% | -$480K | 0.16% | 44 |
|
|
2024
Q1 | $3.01M | Sell |
47,450
-3,330
| -7% | -$211K | 0.19% | 42 |
|
|
2023
Q4 | $3.14M | Sell |
50,780
-2,311
| -4% | -$143K | 0.21% | 42 |
|
|
2023
Q3 | $3M | Sell |
53,091
-2,033
| -4% | -$115K | 0.2% | 42 |
|
|
2023
Q2 | $3.25M | Sell |
55,124
-5,455
| -9% | -$322K | 0.21% | 41 |
|
|
2023
Q1 | $3.61M | Sell |
60,579
-4,369
| -7% | -$260K | 0.25% | 39 |
|
|
2022
Q4 | $3.67M | Sell |
64,948
-4,468
| -6% | -$252K | 0.37% | 33 |
|
|
2022
Q3 | $3.39M | Sell |
69,416
-977
| -1% | -$47.7K | 0.3% | 32 |
|
|
2022
Q2 | $3.84M | Sell |
70,393
-16,006
| -19% | -$874K | 0.32% | 33 |
|
|
2022
Q1 | $5.73M | Sell |
86,399
-4,401
| -5% | -$292K | 0.44% | 31 |
|
|
2021
Q4 | $6.64M | Buy |
90,800
+622
| +0.7% | +$45.5K | 0.47% | 31 |
|
|
2021
Q3 | $6.71M | Sell |
90,178
-8,213
| -8% | -$611K | 0.64% | 31 |
|
|
2021
Q2 | $7.3M | Sell |
98,391
-2,738
| -3% | -$203K | 0.9% | 30 |
|
|
2021
Q1 | $7.27M | Sell |
101,129
-8,664
| -8% | -$622K | 1% | 29 |
|
|
2020
Q4 | $7.5M | Sell |
109,793
-11,892
| -10% | -$813K | 1.15% | 21 |
|
|
2020
Q3 | $7.18M | Sell |
121,685
-6,059
| -5% | -$357K | 1.32% | 16 |
|
|
2020
Q2 | $6.85M | Sell |
127,744
-8,492
| -6% | -$455K | 1.27% | 16 |
|
|
2020
Q1 | $6.11M | Sell |
136,236
-3,916
| -3% | -$176K | 1.28% | 16 |
|
|
2019
Q4 | $8.73M | Sell |
140,152
-6,489
| -4% | -$404K | 1.52% | 16 |
|
|
2019
Q3 | $8.39M | Sell |
146,641
-16,252
| -10% | -$930K | 1.53% | 16 |
|
|
2019
Q2 | $9.35M | Sell |
162,893
-4,065
| -2% | -$233K | 1.63% | 16 |
|
|
2019
Q1 | $9.59M | Sell |
166,958
-4,905
| -3% | -$282K | 1.68% | 16 |
|
|
2018
Q4 | $8.91M | Sell |
171,863
-2,539
| -1% | -$132K | 1.66% | 16 |
|
|
2018
Q3 | $10.9M | Sell |
174,402
-4,681
| -3% | -$292K | 1.86% | 15 |
|
|
2018
Q2 | $11.2M | Sell |
179,083
-231
| -0.1% | -$14.5K | 1.91% | 15 |
|
|
2018
Q1 | $11.7M | Sell |
179,314
-5,032
| -3% | -$328K | 1.97% | 15 |
|
|
2017
Q4 | $11.9M | Sell |
184,346
-3,757
| -2% | -$242K | 1.98% | 15 |
|
|
2017
Q3 | $11.7M | Sell |
188,103
-7,440
| -4% | -$461K | 2% | 15 |
|
|
2017
Q2 | $11.3M | Sell |
195,543
-5,892
| -3% | -$341K | 1.66% | 15 |
|
|
2017
Q1 | $10.9M | Sell |
201,435
-5,750
| -3% | -$311K | 1.53% | 15 |
|
|
2016
Q4 | $10.3M | Sell |
207,185
-1,023
| -0.5% | -$51K | 1.48% | 15 |
|
|
2016
Q3 | $10.9M | Sell |
208,208
-4,110
| -2% | -$215K | 1.6% | 15 |
|
|
2016
Q2 | $10.2M | Buy |
212,318
+143
| +0.1% | +$6.9K | 1.63% | 18 |
|
|
2016
Q1 | $10.6M | Sell |
212,175
-5,633
| -3% | -$281K | 1.9% | 16 |
|
|
2015
Q4 | $10.9M | Sell |
217,808
-2,640
| -1% | -$132K | 2.37% | 13 |
|
|
2015
Q3 | $10.5M | Sell |
220,448
-2,396
| -1% | -$114K | 2.35% | 13 |
|
|
2015
Q2 | $11.4M | Sell |
222,844
-1,449
| -0.6% | -$73.9K | 2.37% | 13 |
|
|
2015
Q1 | $11.1M | Buy |
224,293
+7,105
| +3% | +$351K | 2.36% | 13 |
|
|
2014
Q4 | $10.1M | Buy |
217,188
+7,476
| +4% | +$349K | 2.32% | 13 |
|
|
2014
Q3 | $10.2M | Buy |
209,712
+3,668
| +2% | +$178K | 2.35% | 13 |
|
|
2014
Q2 | $10.9M | Sell |
206,044
-6,673
| -3% | -$353K | 2.49% | 13 |
|
|
2014
Q1 | $11.1M | Buy |
212,717
+3,806
| +2% | +$199K | 2.68% | 12 |
|
|
2013
Q4 | $10.7M | Buy |
208,911
+3,378
| +2% | +$172K | 2.58% | 12 |
|
|
2013
Q3 | $9.97M | Buy |
205,533
+3,779
| +2% | +$183K | 2.56% | 12 |
|
|
2013
Q2 | $8.46M | Buy |
+201,754
| New | +$8.46M | 2.36% | 13 |
|