EFS
Essex Financial Services’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 | $233K | Buy |
+3,202
| New | +$233K | 0.02% | 620 |
|
|
2022
Q2 | – | Sell |
-3,116
| Closed | -$207K | – | 518 |
|
|
2022
Q1 | $207K | Sell |
3,116
-446
| -13% | -$29.6K | 0.02% | 475 |
|
|
2021
Q4 | $260K | Buy |
3,562
+39
| +1% | +$2.85K | 0.03% | 398 |
|
|
2021
Q3 | $262K | Buy |
3,523
+281
| +9% | +$20.9K | 0.03% | 373 |
|
|
2021
Q2 | $240K | Buy |
+3,242
| New | +$240K | 0.03% | 385 |
|
|
2018
Q2 | – | Sell |
-5,244
| Closed | -$342K | – | 336 |
|
|
2018
Q1 | $342K | Buy |
+5,244
| New | +$342K | 0.07% | 245 |
|
|
2017
Q3 | – | Sell |
-4,800
| Closed | -$278K | – | 332 |
|
|
2017
Q2 | $278K | Buy |
+4,800
| New | +$278K | 0.06% | 282 |
|