GPA
Guidance Point Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
18,996
+395
| +2% | +$28.7K | 0.35% | 33 |
|
|
2025
Q1 | $1.18M | Sell |
18,601
-18,256
| -50% | -$1.16M | 0.34% | 35 |
|
|
2024
Q4 | $2.24M | Buy |
36,857
+1,213
| +3% | +$73.7K | 0.63% | 28 |
|
|
2024
Q3 | $2.41M | Buy |
35,644
+131
| +0.4% | +$8.87K | 0.7% | 28 |
|
|
2024
Q2 | $2.19M | Buy |
35,513
+5,088
| +17% | +$314K | 0.68% | 27 |
|
|
2024
Q1 | $1.93M | Sell |
30,425
-392
| -1% | -$24.8K | 0.63% | 28 |
|
|
2023
Q4 | $1.91M | Sell |
30,817
-18,596
| -38% | -$1.15M | 0.71% | 27 |
|
|
2023
Q3 | $2.79M | Sell |
49,413
-5,253
| -10% | -$297K | 1.14% | 24 |
|
|
2023
Q2 | $3.22M | Sell |
54,666
-1,107
| -2% | -$65.3K | 1.24% | 20 |
|
|
2023
Q1 | $3.32M | Sell |
55,773
-248
| -0.4% | -$14.8K | 1.34% | 21 |
|
|
2022
Q4 | $3.16M | Sell |
56,021
-11,922
| -18% | -$673K | 1.34% | 22 |
|
|
2022
Q3 | $3.32M | Sell |
67,943
-150
| -0.2% | -$7.32K | 1.51% | 15 |
|
|
2022
Q2 | $3.72M | Buy |
68,093
+2,924
| +4% | +$160K | 1.6% | 14 |
|
|
2022
Q1 | $4.35M | Buy |
65,169
+1,881
| +3% | +$125K | 1.65% | 12 |
|
|
2021
Q4 | $4.63M | Buy |
63,288
+1,142
| +2% | +$83.6K | 1.68% | 13 |
|
|
2021
Q3 | $4.62M | Buy |
62,146
+2,295
| +4% | +$171K | 1.69% | 11 |
|
|
2021
Q2 | $4.44M | Buy |
59,851
+1,982
| +3% | +$147K | 1.72% | 12 |
|
|
2021
Q1 | $4.16M | Sell |
57,869
-2,090
| -3% | -$150K | 1.72% | 12 |
|
|
2020
Q4 | $4.1M | Buy |
59,959
+1,064
| +2% | +$72.7K | 1.88% | 11 |
|
|
2020
Q3 | $3.47M | Sell |
58,895
-6,227
| -10% | -$367K | 1.92% | 11 |
|
|
2020
Q2 | $3.49M | Buy |
65,122
+509
| +0.8% | +$27.3K | 1.94% | 11 |
|
|
2020
Q1 | $2.91M | Sell |
64,613
-3,897
| -6% | -$175K | 1.89% | 14 |
|
|
2019
Q4 | $4.27M | Buy |
68,510
+1,112
| +2% | +$69.3K | 2.08% | 12 |
|
|
2019
Q3 | $3.86M | Sell |
67,398
-1,685
| -2% | -$96.6K | 2.12% | 12 |
|
|
2019
Q2 | $3.97M | Buy |
69,083
+678
| +1% | +$38.9K | 2.24% | 12 |
|
|
2019
Q1 | $3.93M | Sell |
68,405
-8,498
| -11% | -$488K | 2.32% | 12 |
|
|
2018
Q4 | $3.74M | Buy |
+76,903
| New | +$3.74M | 2.43% | 12 |
|