Forum Financial Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $767K | Hold |
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|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $635K | Sell |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.06M | Hold |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $1.06M | Hold |
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|
2023
Q3 | $967K | Hold |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $420K | Hold |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $476K | Sell |
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|
2021
Q4 | $560K | Buy |
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