Glassman Wealth Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Glassman Wealth Services’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$140K	Hold	1,786	–	–	0.02%	81
2025 Q4	$138K	Hold	1,786	–	–	0.02%	87
2025 Q3	$137K	Hold	1,786	–	–	0.02%	83
2025 Q2	$130K	Sell	1,786 -43	-2%	-$2.91K	0.02%	84
2025 Q1	$116K	Buy	1,829 +36	+2%	+$2.27K	0.02%	85
2024 Q4	$109K	Buy	1,793 +7	+0.4%	+$445	0.02%	82
2024 Q3	$121K	Hold	1,786	–	–	0.02%	82
2024 Q2	$110K	Hold	1,786	–	–	0.02%	89
2024 Q1	$113K	Hold	1,786	–	–	0.02%	84
2023 Q4	$111K	Hold	1,786	–	–	0.02%	281
2023 Q3	$101K	Hold	1,786	–	–	0.02%	277
2023 Q2	$105K	Hold	1,786	–	–	0.02%	256
2023 Q1	$106K	Sell	1,786 -88	-5%	-$5.22K	0.02%	256
2022 Q4	$106K	Hold	1,874	–	–	0.02%	258
2022 Q3	$91K	Hold	1,874	–	–	0.02%	263
2022 Q2	$102K	Hold	1,874	–	–	0.02%	249
2022 Q1	$124K	Hold	1,874	–	–	0.02%	225
2021 Q4	$137K	Buy	1,874 +969	+107%	+$72K	0.03%	202
2021 Q3	$67K	Hold	905	–	–	0.01%	303
2021 Q2	$67K	Hold	905	–	–	0.01%	296
2021 Q1	$65K	Sell	905 -2,729	-75%	-$194K	0.01%	283
2020 Q4	$248K	Hold	3,634	–	–	0.06%	119
2020 Q3	$214K	Buy	3,634 +2,628	+261%	+$151K	0.06%	116
2020 Q2	$54K	Hold	1,006	–	–	0.02%	242
2020 Q1	$45K	Hold	1,006	–	–	0.02%	242
2019 Q4	$63K	Hold	1,006	–	–	0.02%	223
2019 Q3	$58K	Hold	1,006	–	–	0.02%	216
2019 Q2	$58K	Hold	1,006	–	–	0.02%	221
2019 Q1	$58K	Hold	1,006	–	–	0.03%	215
2018 Q4	$52K	Hold	1,006	–	–	0.03%	191
2018 Q3	$63K	Hold	1,006	–	–	0.03%	193
2018 Q2	$63K	Hold	1,006	–	–	0.03%	169
2018 Q1	$66K	Hold	1,006	–	–	0.04%	155
2017 Q4	$65K	Hold	1,006	–	–	0.04%	148
2017 Q3	$62K	Hold	1,006	–	–	0.04%	145
2017 Q2	$58K	Hold	1,006	–	–	0.04%	143
2017 Q1	$54K	Hold	1,006	–	–	0.04%	159
2016 Q4	$50K	Sell	1,006 -391	-28%	-$19.7K	0.04%	174
2016 Q3	$73K	Buy	1,397 +391	+39%	+$19.8K	0.06%	121
2016 Q2	$49K	Hold	1,006	–	–	0.04%	138
2016 Q1	$50K	Hold	1,006	–	–	0.05%	136
2015 Q4	$50K	Hold	1,006	–	–	0.05%	140
2015 Q3	$48K	Hold	1,006	–	–	0.04%	143
2015 Q2	$51K	Hold	1,006	–	–	0.04%	150
2015 Q1	$50K	Hold	1,006	–	–	0.04%	147
2014 Q4	$47K	Buy	+1,006	New	+$47.5K	0.03%	165