Forum Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Hold |
10,003
| – | – | 0.01% | 291 |
|
|
2025
Q1 | $635K | Sell |
10,003
-7,126
| -42% | -$453K | 0.01% | 290 |
|
|
2024
Q4 | $1.04M | Hold |
17,129
| – | – | 0.02% | 204 |
|
|
2024
Q3 | $1.16M | Hold |
17,129
| – | – | 0.02% | 169 |
|
|
2024
Q2 | $1.06M | Hold |
17,129
| – | – | 0.02% | 169 |
|
|
2024
Q1 | $1.08M | Hold |
17,129
| – | – | 0.02% | 177 |
|
|
2023
Q4 | $1.06M | Hold |
17,129
| – | – | 0.02% | 158 |
|
|
2023
Q3 | $967K | Hold |
17,129
| – | – | 0.02% | 167 |
|
|
2023
Q2 | $1.01M | Buy |
17,129
+9,897
| +137% | +$584K | 0.02% | 160 |
|
|
2023
Q1 | $430K | Sell |
7,232
-203
| -3% | -$12.1K | 0.01% | 300 |
|
|
2022
Q4 | $420K | Hold |
7,435
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $363K | Buy |
7,435
+259
| +4% | +$12.6K | 0.02% | 293 |
|
|
2022
Q2 | $392K | Hold |
7,176
| – | – | 0.02% | 283 |
|
|
2022
Q1 | $476K | Sell |
7,176
-479
| -6% | -$31.8K | 0.02% | 248 |
|
|
2021
Q4 | $560K | Buy |
+7,655
| New | +$560K | 0.03% | 218 |
|