Elm 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $1.99M | Buy |
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|
2021
Q1 | $1.91M | Buy |
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|
2020
Q4 | $1.79M | Sell |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.44M | Sell |
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|
2020
Q1 | $1.23M | Sell |
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|
2019
Q4 | $1.91M | Sell |
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|
2019
Q3 | $1.78M | Buy |
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|
2019
Q2 | $1.73M | Buy |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.49M | Buy |
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|
2018
Q2 | $1.5M | Sell |
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|
2018
Q1 | $1.59M | Buy |
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|
2017
Q4 | $1.56M | Buy |
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|
2017
Q3 | $1.46M | Sell |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $1.28M | Buy |
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|
2016
Q4 | $1.07M | Sell |
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|
2016
Q3 | $1.14M | Sell |
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|
2016
Q2 | $1.06M | Sell |
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|
2016
Q1 | $1.14M | Buy |
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|
2015
Q4 | $1M | Sell |
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|
2015
Q3 | $982K | Buy |
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|
2015
Q2 | $1.03M | Buy |
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|
2015
Q1 | $978K | Buy |
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|
2014
Q4 | $812K | Buy |
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|
2014
Q3 | $787K | Buy |
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|
2014
Q2 | $789K | Buy |
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|
2014
Q1 | $770K | Buy |
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|
2013
Q4 | $732K | Buy |
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