IA
IFG 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 | $6.61M | Buy |
90,915
+10,468
| +13% | +$761K | 1.11% | 19 |
|
|
2025
Q1 | $5.11M | Buy |
80,447
+4,172
| +5% | +$265K | 0.98% | 22 |
|
|
2024
Q4 | $4.63M | Buy |
76,275
+7,591
| +11% | +$461K | 0.92% | 23 |
|
|
2024
Q3 | $4.65M | Buy |
68,684
+3,744
| +6% | +$253K | 0.99% | 20 |
|
|
2024
Q2 | $4M | Buy |
64,940
+3,841
| +6% | +$237K | 0.95% | 21 |
|
|
2024
Q1 | $3.87M | Buy |
61,099
+2,992
| +5% | +$189K | 1% | 17 |
|
|
2023
Q4 | $3.6M | Buy |
58,107
+856
| +1% | +$53K | 1.06% | 17 |
|
|
2023
Q3 | $3.23M | Sell |
57,251
-1,669
| -3% | -$94.2K | 1.15% | 17 |
|
|
2023
Q2 | $3.48M | Sell |
58,920
-2,291
| -4% | -$135K | 1.23% | 17 |
|
|
2023
Q1 | $3.64M | Buy |
61,211
+3,545
| +6% | +$211K | 1.43% | 16 |
|
|
2022
Q4 | $3.26M | Buy |
57,666
+17,534
| +44% | +$990K | 1.42% | 17 |
|
|
2022
Q3 | $1.96M | Buy |
40,132
+5,571
| +16% | +$272K | 0.99% | 19 |
|
|
2022
Q2 | $1.89M | Buy |
34,561
+4,622
| +15% | +$252K | 0.95% | 20 |
|
|
2022
Q1 | $1.99M | Buy |
29,939
+7,481
| +33% | +$496K | 0.88% | 19 |
|
|
2021
Q4 | $1.64M | Buy |
22,458
+3,865
| +21% | +$282K | 0.7% | 21 |
|
|
2021
Q3 | $1.38M | Buy |
18,593
+4,996
| +37% | +$372K | 0.63% | 22 |
|
|
2021
Q2 | $1.01M | Buy |
13,597
+4,940
| +57% | +$366K | 0.48% | 29 |
|
|
2021
Q1 | $622K | Buy |
8,657
+1,673
| +24% | +$120K | 0.34% | 43 |
|
|
2020
Q4 | $477K | Buy |
6,984
+834
| +14% | +$57K | 0.3% | 49 |
|
|
2020
Q3 | $358K | Buy |
6,150
+560
| +10% | +$32.6K | 0.25% | 55 |
|
|
2020
Q2 | $300K | Sell |
5,590
-312
| -5% | -$16.7K | 0.24% | 58 |
|
|
2020
Q1 | $265K | Sell |
5,902
-3,824
| -39% | -$172K | 0.26% | 59 |
|
|
2019
Q4 | $606K | Buy |
9,726
+593
| +6% | +$36.9K | 0.5% | 24 |
|
|
2019
Q3 | $523K | Buy |
+9,133
| New | +$523K | 0.49% | 25 |
|