Financial Perspectives’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 | $11.4K | Buy |
156
+2
| +1% | +$146 | ﹤0.01% | 496 |
|
|
2025
Q1 | $9.79K | Sell |
154
-8
| -5% | -$509 | ﹤0.01% | 500 |
|
|
2024
Q4 | $9.85K | Buy |
162
+3
| +2% | +$182 | ﹤0.01% | 508 |
|
|
2024
Q3 | $10.8K | Hold |
159
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $9.8K | Buy |
159
+10
| +7% | +$617 | ﹤0.01% | 465 |
|
|
2024
Q1 | $9.43K | Hold |
149
| – | – | ﹤0.01% | 464 |
|
|
2023
Q4 | $9.22K | Buy |
149
+2
| +1% | +$124 | ﹤0.01% | 476 |
|
|
2023
Q3 | $8.3K | Hold |
147
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $8.66K | Buy |
147
+3
| +2% | +$177 | ﹤0.01% | 461 |
|
|
2023
Q1 | $8.6K | Hold |
144
| – | – | ﹤0.01% | 459 |
|
|
2022
Q4 | $8.16K | Hold |
144
| – | – | ﹤0.01% | 461 |
|
|
2022
Q3 | $7.05K | Hold |
144
| – | – | ﹤0.01% | 473 |
|
|
2022
Q2 | $7.89K | Buy |
144
+2
| +1% | +$110 | ﹤0.01% | 468 |
|
|
2022
Q1 | $9.39K | Buy |
142
+1
| +0.7% | +$66 | ﹤0.01% | 468 |
|
|
2021
Q4 | $10.3K | Buy |
141
+2
| +1% | +$147 | ﹤0.01% | 441 |
|
|
2021
Q3 | $10.3K | Hold |
139
| – | – | 0.01% | 438 |
|
|
2021
Q2 | $10.3K | Sell |
139
-9,734
| -99% | -$720K | 0.01% | 460 |
|
|
2021
Q1 | $137K | Buy |
9,873
+9,736
| +7,107% | +$135K | 0.01% | 440 |
|
|
2020
Q4 | $9.39K | Buy |
137
+1
| +0.7% | +$69 | 0.01% | 413 |
|
|
2020
Q3 | $8.05K | Hold |
136
| – | – | 0.01% | 383 |
|
|
2020
Q2 | $7.32K | Buy |
136
+1
| +0.7% | +$54 | 0.01% | 376 |
|
|
2020
Q1 | $6.06K | Hold |
135
| – | – | ﹤0.01% | 368 |
|
|
2019
Q4 | $8.41K | Buy |
+135
| New | +$8.41K | 0.01% | 351 |
|