Frank Rimerman Advisors’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
Q1 | – | Sell |
-4,184
| Closed | -$254K | – | 549 |
|
|
2024
Q4 | $254K | Hold |
4,184
| – | – | 0.02% | 454 |
|
|
2024
Q3 | $283K | Hold |
4,184
| – | – | 0.02% | 433 |
|
|
2024
Q2 | $258K | Hold |
4,184
| – | – | 0.02% | 475 |
|
|
2024
Q1 | $265K | Hold |
4,184
| – | – | 0.05% | 93 |
|
|
2023
Q4 | $259K | Hold |
4,184
| – | – | 0.05% | 92 |
|
|
2023
Q3 | $236K | Hold |
4,184
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $247K | Buy |
+4,184
| New | +$247K | 0.06% | 95 |
|