HPM
Hudson Portfolio Management’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 | $1.4M | Sell |
19,320
-700
| -3% | -$50.9K | 1.31% | 28 |
|
|
2025
Q1 | $1.27M | Sell |
20,020
-375
| -2% | -$23.8K | 1.22% | 30 |
|
|
2024
Q4 | $1.24M | Sell |
20,395
-250
| -1% | -$15.2K | 1.21% | 30 |
|
|
2024
Q3 | $1.4M | Buy |
+20,645
| New | +$1.4M | 1.37% | 26 |
|
|
2023
Q4 | $1.41M | Sell |
22,834
-3,668
| -14% | -$227K | 1.53% | 23 |
|
|
2023
Q3 | $1.5M | Sell |
26,502
-1,030
| -4% | -$58.2K | 1.7% | 20 |
|
|
2023
Q2 | $1.62M | Sell |
27,532
-4,675
| -15% | -$276K | 1.76% | 19 |
|
|
2023
Q1 | $1.92M | Sell |
32,207
-350
| -1% | -$20.8K | 2.15% | 12 |
|
|
2022
Q4 | $1.84M | Sell |
32,557
-3,889
| -11% | -$220K | 2.03% | 13 |
|
|
2022
Q3 | $1.78M | Sell |
36,446
-4,101
| -10% | -$200K | 2.1% | 13 |
|
|
2022
Q2 | $2.21M | Sell |
40,547
-437
| -1% | -$23.9K | 2.29% | 11 |
|
|
2022
Q1 | $2.72M | Buy |
40,984
+80
| +0.2% | +$5.31K | 2.4% | 8 |
|
|
2021
Q4 | $2.99M | Sell |
40,904
-365
| -0.9% | -$26.7K | 2.64% | 6 |
|
|
2021
Q3 | $3.07M | Buy |
41,269
+1,935
| +5% | +$144K | 2.83% | 5 |
|
|
2021
Q2 | $2.92M | Sell |
39,334
-275
| -0.7% | -$20.4K | 2.68% | 6 |
|
|
2021
Q1 | $2.85M | Buy |
+39,609
| New | +$2.85M | 2.74% | 7 |
|