Farther Finance Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
17,603
+6,186
| +54% | +$450K | 0.03% | 500 |
|
|
2025
Q1 | $726K | Buy |
11,417
+5,267
| +86% | +$335K | 0.02% | 631 |
|
|
2024
Q4 | $374K | Buy |
6,150
+113
| +2% | +$6.87K | 0.01% | 706 |
|
|
2024
Q3 | $409K | Buy |
6,037
+806
| +15% | +$54.6K | 0.02% | 675 |
|
|
2024
Q2 | $322K | Buy |
5,231
+305
| +6% | +$18.8K | 0.02% | 644 |
|
|
2024
Q1 | $311K | Buy |
4,926
+975
| +25% | +$61.5K | 0.02% | 535 |
|
|
2023
Q4 | $245K | Buy |
3,951
+3,861
| +4,290% | +$239K | 0.02% | 508 |
|
|
2023
Q3 | $5.07K | Hold |
90
| – | – | ﹤0.01% | 1513 |
|
|
2023
Q2 | $5.3K | Sell |
90
-1,687
| -95% | -$99.3K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $106K | Buy |
+1,777
| New | +$106K | 0.03% | 393 |
|