GHP Investment 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
Q3 | $219K | Hold |
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|
2025
Q2 | $207K | Hold |
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|
2025
Q1 | $181K | Hold |
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|
2024
Q4 | $173K | Hold |
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|
2024
Q3 | $193K | Sell |
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|
2024
Q2 | $182K | Buy |
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|
2024
Q1 | $180K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $156K | Hold |
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|
2023
Q2 | $170K | Hold |
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|
2023
Q1 | $170K | Hold |
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|
2022
Q4 | $161K | Sell |
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|
2022
Q3 | $190K | Buy |
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|
2022
Q2 | $156K | Hold |
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|
2022
Q1 | $189K | Sell |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | $212K | Buy |
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