Elm Partners Management’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
Q1 | – | Sell |
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|
2024
Q4 | $2.36M | Sell |
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|
2024
Q3 | $2.69M | Hold |
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|
2024
Q2 | $2.45M | Hold |
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|
2024
Q1 | $2.51M | Hold |
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|
2023
Q4 | $2.46M | Sell |
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|
2023
Q3 | $3.47M | Sell |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $3.7M | Sell |
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|
2022
Q4 | $3.7M | Sell |
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|
2022
Q3 | $3.38M | Hold |
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|
2022
Q2 | $3.78M | Hold |
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|
2022
Q1 | $4.6M | Hold |
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|
2021
Q4 | $5.06M | Sell |
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|
2021
Q3 | $5.18M | Sell |
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|
2021
Q2 | $5.22M | Hold |
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|
2021
Q1 | $5.05M | Sell |
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|
2020
Q4 | $4.87M | Sell |
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|
2020
Q3 | $4.4M | Sell |
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|
2020
Q2 | $4.08M | Sell |
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|
2020
Q1 | $3.74M | Sell |
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|
2019
Q4 | $5.07M | Sell |
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|
2019
Q3 | $5.11M | Sell |
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|
2019
Q2 | $6.02M | Buy |
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|
2019
Q1 | $5.89M | Buy |
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|
2018
Q4 | $5.27M | Buy |
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