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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$130K	Sell	1,786 -43	-2%	-$3.13K	0.02%	84
2025 Q1	$116K	Buy	1,829 +36	+2%	+$2.29K	0.02%	85
2024 Q4	$109K	Buy	1,793 +7	+0.4%	+$425	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%	-$5.24K	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%	+$70.8K	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%	-$196K	0.01%	283
2020 Q4	$248K	Hold	3,634	–	–	0.06%	119
2020 Q3	$214K	Buy	3,634 +2,628	+261%	+$155K	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%	-$19.4K	0.04%	174
2016 Q3	$73K	Buy	1,397 +391	+39%	+$20.4K	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%	149
2015 Q1	$50K	Hold	1,006	–	–	0.04%	145
2014 Q4	$47K	Buy	+1,006	New	+$47K	0.03%	163