Ellis Investment Partners’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
Q3 | $232K | Hold |
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|
2025
Q2 | $220K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $201K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $125K | Buy |
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|
2022
Q2 | $140K | Buy |
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|
2022
Q1 | $166K | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | $193K | Hold |
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|
2020
Q4 | $184K | Buy |
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|
2020
Q3 | $158K | Sell |
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|
2020
Q2 | $158K | Sell |
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|
2020
Q1 | $133K | Sell |
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|
2019
Q4 | $195K | Sell |
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|
2019
Q3 | $179K | Buy |
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|
2019
Q2 | $181K | Sell |
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|
2019
Q1 | $235K | Sell |
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|
2018
Q4 | $239K | Buy |
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