EP Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $866K | Buy |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $299K | Sell |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $506K | Sell |
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|
2023
Q2 | $610K | Buy |
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|
2023
Q1 | $695K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $142K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $399K | Buy |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $702K | Sell |
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|
2018
Q3 | $4.88M | Sell |
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|
2018
Q2 | $5.11M | Buy |
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|
2018
Q1 | $5.31M | Buy |
|