Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-39,650
| Closed | -$3.5M | – | 764 |
|
|
2023
Q3 | $3.5M | Buy |
+39,650
| New | +$3.5M | 0.25% | 100 |
|
|
2023
Q2 | – | Sell |
-4,149
| Closed | -$227K | – | 761 |
|
|
2023
Q1 | $227K | Buy |
4,149
+146
| +4% | +$7.98K | 0.02% | 638 |
|
|
2022
Q4 | $212K | Buy |
+4,003
| New | +$212K | 0.02% | 669 |
|
|
2021
Q1 | – | Sell |
-7,266
| Closed | -$381K | – | 780 |
|
|
2020
Q4 | $381K | Buy |
+7,266
| New | +$381K | 0.03% | 504 |
|