Empirical Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Empirical Wealth Management’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Buy	20,875 +1,291	+7%	+$108K	0.03%	298
2026 Q1	$1.54M	Sell	19,584 -645	-3%	-$52.4K	0.03%	284
2025 Q4	$1.57M	Sell	20,229 -1,212	-6%	-$92.9K	0.03%	273
2025 Q3	$1.64M	Buy	21,441 +91	+0.4%	+$6.81K	0.03%	266
2025 Q2	$1.55M	Sell	21,350 -4,879	-19%	-$330K	0.04%	259
2025 Q1	$1.67M	Buy	26,229 +2,100	+9%	+$133K	0.04%	234
2024 Q4	$1.47M	Buy	24,129 +2,574	+12%	+$164K	0.04%	232
2024 Q3	$1.46M	Sell	21,555 -2,226	-9%	-$143K	0.04%	222
2024 Q2	$1.47M	Sell	23,781 -107	-0.4%	-$6.71K	0.04%	218
2024 Q1	$1.51M	Sell	23,888 -140	-0.6%	-$8.56K	0.05%	214
2023 Q4	$1.49M	Sell	24,028 -230	-0.9%	-$13.1K	0.05%	199
2023 Q3	$1.37M	Sell	24,258 -57	-0.2%	-$3.36K	0.05%	196
2023 Q2	$1.43M	Sell	24,315 -672	-3%	-$40.2K	0.06%	189
2023 Q1	$1.49M	Buy	24,987 +74	+0.3%	+$4.39K	0.06%	168
2022 Q4	$1.41M	Sell	24,913 -4,636	-16%	-$249K	0.07%	169
2022 Q3	$1.44M	Sell	29,549 -1,837	-6%	-$101K	0.08%	161
2022 Q2	$1.71M	Sell	31,386 -2,200	-7%	-$133K	0.09%	147
2022 Q1	$2.23M	Sell	33,586 -761	-2%	-$51.7K	0.11%	121
2021 Q4	$2.51M	Buy	34,347 +2,820	+9%	+$209K	0.13%	109
2021 Q3	$2.35M	Buy	31,527 +170	+0.5%	+$12.9K	0.13%	102
2021 Q2	$2.33M	Buy	31,357 +6,308	+25%	+$473K	0.14%	98
2021 Q1	$1.8M	Sell	25,049 -2,917	-10%	-$207K	0.14%	107
2020 Q4	$1.91M	Sell	27,966 -1,325	-5%	-$83.6K	0.15%	103
2020 Q3	$1.73M	Sell	29,291 -3,416	-10%	-$196K	0.15%	94
2020 Q2	$1.75M	Sell	32,707 -2,581	-7%	-$130K	0.16%	89
2020 Q1	$1.58M	Buy	35,288 +4,162	+13%	+$231K	0.17%	83
2019 Q4	$1.94M	Buy	31,126 +1,434	+5%	+$86.2K	0.21%	73
2019 Q3	$1.7M	Buy	29,692 +1,702	+6%	+$96.2K	0.21%	77
2019 Q2	$1.61M	Buy	27,990 +697	+3%	+$40.2K	0.21%	78
2019 Q1	$1.57M	Sell	27,293 -264	-1%	-$14.8K	0.23%	66
2018 Q4	$1.43M	Buy	27,557 +3,880	+16%	+$217K	0.24%	57
2018 Q3	$1.48M	Sell	23,677 -3,821	-14%	-$239K	0.26%	49
2018 Q2	$1.73M	Sell	27,498 -558	-2%	-$36.5K	0.32%	44
2018 Q1	$1.83M	Buy	28,056 +2,554	+10%	+$169K	0.36%	36
2017 Q4	$1.65M	Sell	25,502 -840	-3%	-$52.9K	0.35%	40
2017 Q3	$1.63M	Sell	26,342 -1,310	-5%	-$78.4K	0.38%	38
2017 Q2	$1.6M	Sell	27,652 -414	-1%	-$23.6K	0.39%	36
2017 Q1	$1.52M	Sell	28,066 -305	-1%	-$16K	0.38%	32
2016 Q4	$1.41M	Buy	+28,371	New	+$1.43M	0.35%	35
2016 Q3	–	Sell	-28,501	Closed	-$1.38M	–	114
2016 Q2	$1.38M	Buy	28,501 +4,005	+16%	+$201K	0.36%	36
2016 Q1	$1.22M	Sell	24,496 -3,056	-11%	-$144K	0.3%	39
2015 Q4	$1.38M	Buy	27,552 +54	+0.2%	+$2.7K	0.33%	38
2015 Q3	$1.31M	Sell	27,498 -25	-0.1%	-$1.25K	0.31%	44
2015 Q2	$1.4M	Hold	27,523	–	–	0.33%	41
2015 Q1	$1.36M	Sell	27,523 -1,583	-5%	-$76.5K	0.33%	42
2014 Q4	$1.36M	Buy	29,106 +18,280	+169%	+$863K	0.33%	43
2014 Q3	$525K	Buy	10,826 +19	+0.2%	+$971	0.13%	66
2014 Q2	$572K	Hold	10,807	–	–	0.14%	66
2014 Q1	$564K	Buy	10,807 +42	+0.4%	+$2.15K	0.15%	65
2013 Q4	$549K	Buy	10,765 +153	+1%	+$7.59K	0.16%	61
2013 Q3	$515K	Buy	10,612 +66	+0.6%	+$3.03K	0.16%	58
2013 Q2	$442K	Buy	+10,546	New	+$467K	0.15%	59