FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Buy |
19,899
+343
| +2% | +$27.9K | 0.5% | 48 |
|
|
2025
Q4 | $1.52M | Sell |
19,556
-48
| -0.2% | -$3.68K | 0.77% | 29 |
|
|
2025
Q3 | $1.49M | Sell |
19,604
-1,060
| -5% | -$79.3K | 0.45% | 51 |
|
|
2025
Q2 | $1.5M | Sell |
20,664
-1,391
| -6% | -$94.1K | 0.46% | 50 |
|
|
2025
Q1 | $1.4M | Sell |
22,055
-832
| -4% | -$52.6K | 0.46% | 49 |
|
|
2024
Q4 | $1.39M | Sell |
22,887
-245
| -1% | -$15.6K | 0.41% | 51 |
|
|
2024
Q3 | $1.57M | Sell |
23,132
-602
| -3% | -$38.7K | 0.43% | 49 |
|
|
2024
Q2 | $1.46M | Sell |
23,734
-570
| -2% | -$35.7K | 0.4% | 51 |
|
|
2024
Q1 | $1.54M | Sell |
24,304
-14,418
| -37% | -$882K | 0.23% | 101 |
|
|
2023
Q4 | $2.4M | Buy |
38,722
+787
| +2% | +$45K | 0.19% | 122 |
|
|
2023
Q3 | $2.14M | Sell |
37,935
-2,365
| -6% | -$140K | 0.18% | 125 |
|
|
2023
Q2 | $2.38M | Buy |
40,300
+3,646
| +10% | +$218K | 0.13% | 170 |
|
|
2023
Q1 | $2.07M | Hold |
36,654
| – | – | 0.09% | 192 |
|
|
2022
Q4 | $2.07M | Sell |
36,654
-4,801
| -12% | -$258K | 0.09% | 192 |
|
|
2022
Q3 | $2.02M | Sell |
41,455
-1,109
| -3% | -$60.8K | 0.09% | 186 |
|
|
2022
Q2 | $2.32M | Buy |
42,564
+6,927
| +19% | +$419K | 0.09% | 191 |
|
|
2022
Q1 | $2.36M | Sell |
35,637
-5,999
| -14% | -$407K | 0.08% | 195 |
|
|
2021
Q4 | $3.04M | Sell |
41,636
-14,361
| -26% | -$1.07M | 0.08% | 176 |
|
|
2021
Q3 | $4.17M | Buy |
55,997
+1,988
| +4% | +$151K | 0.13% | 128 |
|
|
2021
Q2 | $4M | Buy |
54,009
+1,260
| +2% | +$94.6K | 0.13% | 131 |
|
|
2021
Q1 | $3.79M | Buy |
52,749
+15,322
| +41% | +$1.09M | 0.14% | 127 |
|
|
2020
Q4 | $2.56M | Sell |
37,427
-4,467
| -11% | -$282K | 0.11% | 148 |
|
|
2020
Q3 | $2.47M | Buy |
41,894
+2,732
| +7% | +$157K | 0.12% | 141 |
|
|
2020
Q2 | $2.1M | Buy |
39,162
+865
| +2% | +$43.6K | 0.11% | 140 |
|
|
2020
Q1 | $1.72M | Sell |
38,297
-278
| -0.7% | -$15.5K | 0.11% | 139 |
|
|
2019
Q4 | $2.4M | Sell |
38,575
-832
| -2% | -$50K | 0.13% | 136 |
|
|
2019
Q3 | $2.25M | Sell |
39,407
-1,434
| -4% | -$81K | 0.16% | 116 |
|
|
2019
Q2 | $2.34M | Sell |
40,841
-1,465
| -3% | -$84.6K | 0.09% | 174 |
|
|
2019
Q1 | $2.43M | Sell |
42,306
-1,880
| -4% | -$105K | 0.1% | 155 |
|
|
2018
Q4 | $2.29M | Buy |
44,186
+39,879
| +926% | +$2.23M | 0.19% | 93 |
|
|
2018
Q3 | $268K | Sell |
4,307
-39,245
| -90% | -$2.45M | 0.01% | 739 |
|
|
2018
Q2 | $2.73M | Sell |
43,552
-330
| -0.8% | -$21.6K | 0.1% | 166 |
|
|
2018
Q1 | $2.86M | Sell |
43,882
-8,637
| -16% | -$570K | 0.09% | 208 |
|
|
2017
Q4 | $3.39M | Sell |
52,519
-1,311
| -2% | -$82.5K | 0.09% | 188 |
|
|
2017
Q3 | $3.34M | Sell |
53,830
-4,337
| -7% | -$259K | 0.09% | 180 |
|
|
2017
Q2 | $3.36M | Buy |
58,167
+3,168
| +6% | +$181K | 0.1% | 166 |
|
|
2017
Q1 | $2.98M | Sell |
54,999
-2,245
| -4% | -$118K | 0.09% | 210 |
|
|
2016
Q4 | $2.85M | Buy |
57,244
+1,650
| +3% | +$83.2K | 0.08% | 221 |
|
|
2016
Q3 | $2.91M | Buy |
55,594
+811
| +1% | +$41.1K | 0.12% | 137 |
|
|
2016
Q2 | $2.64M | Buy |
54,783
+5,521
| +11% | +$277K | 0.12% | 148 |
|
|
2016
Q1 | $2.45M | Buy |
49,262
+6,326
| +15% | +$297K | 0.11% | 161 |
|
|
2015
Q4 | $2.15M | Buy |
+42,936
| New | +$2.15M | 0.1% | 172 |
|
|
2015
Q3 | – | Sell |
-34,704
| Closed | -$1.77M | – | 858 |
|
|
2015
Q2 | $1.77M | Buy |
34,704
+3,404
| +11% | +$177K | 0.09% | 206 |
|
|
2015
Q1 | $1.55M | Buy |
31,300
+974
| +3% | +$47.1K | 0.03% | 423 |
|
|
2014
Q4 | $1.42M | Sell |
30,326
-1,364
| -4% | -$64.4K | 0.09% | 217 |
|
|
2014
Q3 | $1.54M | Sell |
31,690
-124,887
| -80% | -$6.38M | 0.1% | 206 |
|
|
2014
Q2 | $8.29M | Buy |
156,577
+130,313
| +496% | +$6.81M | 0.54% | 23 |
|
|
2014
Q1 | $1.37M | Buy |
26,264
+19,836
| +309% | +$1.02M | 0.11% | 186 |
|
|
2013
Q4 | $328K | Buy |
+6,428
| New | +$319K | 0.03% | 495 |
|
Other funds holding SCZ
TWIM
TCIIS