Financial Engines 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 | $1.16M | Buy |
+15,948
| New | +$1.16M | ﹤0.01% | 281 |
|
|
2025
Q1 | – | Sell |
-4,031
| Closed | -$245K | – | 449 |
|
|
2024
Q4 | $245K | Buy |
4,031
+260
| +7% | +$15.8K | ﹤0.01% | 410 |
|
|
2024
Q3 | $255K | Sell |
3,771
-132
| -3% | -$8.94K | ﹤0.01% | 350 |
|
|
2024
Q2 | $241K | Buy |
+3,903
| New | +$241K | ﹤0.01% | 332 |
|
|
2022
Q3 | – | Sell |
-5,362
| Closed | -$292K | – | 303 |
|
|
2022
Q2 | $292K | Buy |
5,362
+295
| +6% | +$16.1K | ﹤0.01% | 257 |
|
|
2022
Q1 | $336K | Sell |
5,067
-1,005
| -17% | -$66.6K | ﹤0.01% | 239 |
|
|
2021
Q4 | $444K | Buy |
6,072
+47
| +0.8% | +$3.44K | ﹤0.01% | 168 |
|
|
2021
Q3 | $448K | Buy |
+6,025
| New | +$448K | ﹤0.01% | 179 |
|
|
2019
Q1 | – | Sell |
-32,831
| Closed | -$1.77M | – | 112 |
|
|
2018
Q4 | $1.77M | Buy |
+32,831
| New | +$1.77M | 0.01% | 69 |
|