EFG
Embree Financial Group’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 | $392K | Sell |
5,390
-374
| -6% | -$27.2K | 0.06% | 147 |
|
2025
Q1 | $366K | Sell |
5,764
-47
| -0.8% | -$2.99K | 0.06% | 148 |
|
2024
Q4 | $353K | Sell |
5,811
-2,177
| -27% | -$132K | 0.06% | 143 |
|
2024
Q3 | $541K | Sell |
7,988
-106
| -1% | -$7.18K | 0.1% | 112 |
|
2024
Q2 | $499K | Sell |
8,094
-1,197
| -13% | -$73.8K | 0.1% | 111 |
|
2024
Q1 | $588K | Sell |
9,291
-1,027
| -10% | -$65K | 0.12% | 105 |
|
2023
Q4 | $639K | Buy |
+10,318
| New | +$639K | 0.13% | 92 |
|