Focus Partners Wealth’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 | $94.1M | Sell |
1,295,313
-67,622
| -5% | -$4.91M | 0.2% | 106 |
|
|
2025
Q1 | $86.6M | Buy |
1,362,935
+106,288
| +8% | +$6.75M | 0.22% | 99 |
|
|
2024
Q4 | $76.3M | Buy |
1,256,647
+133,707
| +12% | +$8.12M | 0.2% | 108 |
|
|
2024
Q3 | $76M | Sell |
1,122,940
-191,374
| -15% | -$13M | 0.24% | 90 |
|
|
2024
Q2 | $81M | Buy |
1,314,314
+691,014
| +111% | +$42.6M | 0.27% | 87 |
|
|
2024
Q1 | $39.5M | Buy |
623,300
+123,991
| +25% | +$7.85M | 0.32% | 76 |
|
|
2023
Q4 | $30.9M | Buy |
+499,309
| New | +$30.9M | 0.4% | 61 |
|