Forvis Mazars Wealth Advisors’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
Q2 | $47.2M | Sell |
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|
2025
Q1 | $43.8M | Sell |
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|
2024
Q4 | $58.3M | Sell |
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|
2024
Q3 | $74.3M | Sell |
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|
2024
Q2 | $70.4M | Sell |
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|
2024
Q1 | $76.1M | Sell |
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|
2023
Q4 | $77.1M | Sell |
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|
2023
Q3 | $85.9M | Sell |
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|
2023
Q2 | $94.2M | Buy |
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|
2023
Q1 | $95.1M | Buy |
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|
2022
Q4 | $89.7M | Sell |
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|
2022
Q3 | $79.2M | Buy |
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|
2022
Q2 | $87.5M | Buy |
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|
2022
Q1 | $104M | Buy |
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|
2021
Q4 | $112M | Buy |
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|
2021
Q3 | $111M | Buy |
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|
2021
Q2 | $107M | Buy |
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|
2021
Q1 | $102M | Buy |
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|
2020
Q4 | $92.2M | Buy |
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|
2020
Q3 | $74.5M | Buy |
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|
2020
Q2 | $63.6M | Buy |
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|
2020
Q1 | $35.4M | Buy |
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|
2019
Q4 | $3.81M | Buy |
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|
2019
Q3 | $3.07M | Sell |
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|
2019
Q2 | $3.13M | Sell |
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|
2019
Q1 | $3.32M | Sell |
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|
2018
Q4 | $3.44M | Sell |
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|
2018
Q3 | $4.75M | Sell |
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|
2018
Q2 | $5.01M | Sell |
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|
2018
Q1 | $5.65M | Sell |
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|
2017
Q4 | $8.92M | Sell |
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|
2017
Q3 | $9.16M | Sell |
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|
2017
Q2 | $8.77M | Sell |
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|
2017
Q1 | $8.55M | Sell |
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|
2016
Q4 | $8.21M | Sell |
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|
2016
Q3 | $9M | Sell |
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|
2016
Q2 | $11.2M | Sell |
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|
2016
Q1 | $21.1M | Sell |
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|
2015
Q4 | $25.9M | Sell |
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|
2015
Q3 | $31.1M | Sell |
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|
2015
Q2 | $38.8M | Sell |
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|
2015
Q1 | $40M | Buy |
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|
2014
Q4 | $37.5M | Buy |
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|
2014
Q3 | $38.9M | Buy |
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|
2014
Q2 | $41.4M | Buy |
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|
2014
Q1 | $37.4M | Buy |
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|
2013
Q4 | $35.2M | Buy |
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|
2013
Q3 | $32.2M | Buy |
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