Glass Jacobson Investment 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
Q2 | $30.7K | Buy |
422
+6
| +1% | +$436 | 0.01% | 337 |
|
|
2025
Q1 | $25.3K | Hold |
416
| – | – | 0.01% | 477 |
|
|
2024
Q4 | $25.3K | Buy |
416
+29
| +7% | +$1.76K | 0.01% | 477 |
|
|
2024
Q3 | $26.2K | Hold |
387
| – | – | 0.01% | 454 |
|
|
2024
Q2 | $23.9K | Buy |
387
+6
| +2% | +$370 | 0.01% | 453 |
|
|
2024
Q1 | $24.2K | Sell |
381
-3,242
| -89% | -$206K | 0.01% | 456 |
|
|
2023
Q4 | $224K | Sell |
3,623
-1,591
| -31% | -$98.5K | 0.09% | 189 |
|
|
2023
Q3 | $294K | Sell |
5,214
-327
| -6% | -$18.5K | 0.13% | 162 |
|
|
2023
Q2 | $327K | Buy |
+5,541
| New | +$327K | 0.15% | 158 |
|
|
2022
Q4 | $399K | Buy |
+7,071
| New | +$399K | 0.2% | 138 |
|