Halbert Hargrove Global 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 | $29.6M | Sell |
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|
2025
Q2 | $29M | Sell |
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|
2025
Q1 | $26.7M | Sell |
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|
2024
Q4 | $27.4M | Sell |
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|
2024
Q3 | $31.4M | Sell |
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|
2024
Q2 | $33.2M | Sell |
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|
2024
Q1 | $38.4M | Sell |
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|
2023
Q4 | $38.6M | Buy |
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|
2023
Q3 | $33.8M | Buy |
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|
2023
Q2 | $34.9M | Buy |
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|
2023
Q1 | $35.2M | Sell |
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|
2022
Q4 | $33.5M | Sell |
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|
2022
Q3 | $29M | Buy |
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|
2022
Q2 | $32.3M | Sell |
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|
2022
Q1 | $39.3M | Buy |
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|
2021
Q4 | $42.5M | Buy |
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|
2021
Q3 | $42.6M | Sell |
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|
2021
Q2 | $45.2M | Sell |
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|
2021
Q1 | $44M | Sell |
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|
2020
Q4 | $42.1M | Sell |
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|
2020
Q3 | $36.4M | Buy |
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|
2020
Q2 | $15.1M | Buy |
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|
2020
Q1 | $12.3M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $211K | Sell |
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|
2016
Q3 | $308K | Sell |
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|
2016
Q2 | $294K | Sell |
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|
2016
Q1 | $857K | Buy |
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|
2015
Q4 | $781K | Sell |
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|
2015
Q3 | $1.08M | Sell |
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|
2015
Q2 | $1.35M | Sell |
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|
2015
Q1 | $2.3M | Sell |
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|
2014
Q4 | $3.47M | Sell |
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|
2014
Q3 | $4.51M | Sell |
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|
2014
Q2 | $43.9M | Sell |
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|
2014
Q1 | $44.3M | Sell |
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|
2013
Q4 | $43.4M | Sell |
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|
2013
Q3 | $41.6M | Buy |
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|
2013
Q2 | $35.5M | Buy |
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