IFP Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
44,077
+33,788
| +328% | +$2.46M | 0.09% | 246 |
|
|
2025
Q1 | $654K | Buy |
10,289
+5,776
| +128% | +$367K | 0.02% | 691 |
|
|
2024
Q4 | $274K | Buy |
4,513
+556
| +14% | +$33.8K | 0.01% | 986 |
|
|
2024
Q3 | $268K | Sell |
3,957
-847
| -18% | -$57.3K | 0.01% | 945 |
|
|
2024
Q2 | $296K | Buy |
4,804
+443
| +10% | +$27.3K | 0.01% | 845 |
|
|
2024
Q1 | $276K | Buy |
4,361
+1,831
| +72% | +$116K | 0.01% | 844 |
|
|
2023
Q4 | $157K | Sell |
2,530
-23
| -0.9% | -$1.42K | 0.01% | 1069 |
|
|
2023
Q3 | $144K | Sell |
2,553
-50
| -2% | -$2.82K | 0.01% | 1114 |
|
|
2023
Q2 | $154K | Sell |
2,603
-598
| -19% | -$35.3K | 0.01% | 1142 |
|
|
2023
Q1 | $209K | Sell |
3,201
-4,826
| -60% | -$316K | 0.01% | 930 |
|
|
2022
Q4 | $527K | Buy |
8,027
+1,411
| +21% | +$92.6K | 0.01% | 874 |
|
|
2022
Q3 | $436K | Buy |
6,616
+2,926
| +79% | +$193K | 0.01% | 992 |
|
|
2022
Q2 | $242K | Hold |
3,690
| – | – | 0.01% | 1183 |
|
|
2022
Q1 | $242K | Sell |
3,690
-73
| -2% | -$4.79K | 0.01% | 1183 |
|
|
2021
Q4 | $275K | Sell |
3,763
-7,223
| -66% | -$528K | 0.01% | 808 |
|
|
2021
Q3 | $823K | Buy |
10,986
+8,863
| +417% | +$664K | 0.02% | 428 |
|
|
2021
Q2 | $158K | Buy |
2,123
+55
| +3% | +$4.09K | ﹤0.01% | 1026 |
|
|
2021
Q1 | $150K | Sell |
2,068
-16,797
| -89% | -$1.22M | ﹤0.01% | 979 |
|
|
2020
Q4 | $1.29M | Buy |
18,865
+16,885
| +853% | +$1.15M | 0.05% | 288 |
|
|
2020
Q3 | $117K | Buy |
1,980
+46
| +2% | +$2.72K | 0.01% | 914 |
|
|
2020
Q2 | $104K | Sell |
1,934
-123
| -6% | -$6.61K | 0.01% | 908 |
|
|
2020
Q1 | $93K | Buy |
2,057
+599
| +41% | +$27.1K | 0.01% | 854 |
|
|
2019
Q4 | $91K | Sell |
1,458
-773
| -35% | -$48.2K | 0.01% | 993 |
|
|
2019
Q3 | $127K | Buy |
+2,231
| New | +$127K | 0.01% | 941 |
|
|
2019
Q1 | $36K | Sell |
630
-4,522
| -88% | -$258K | ﹤0.01% | 1106 |
|
|
2018
Q4 | $266K | Sell |
5,152
-2,826
| -35% | -$146K | 0.02% | 753 |
|
|
2018
Q3 | $497K | Sell |
7,978
-3,689
| -32% | -$230K | 0.02% | 657 |
|
|
2018
Q2 | $732K | Buy |
11,667
+3,494
| +43% | +$219K | 0.03% | 522 |
|
|
2018
Q1 | $527K | Hold |
8,173
| – | – | 0.02% | 605 |
|
|
2017
Q4 | $527K | Sell |
8,173
-449
| -5% | -$29K | 0.02% | 605 |
|
|
2017
Q3 | $535K | Sell |
8,622
-3,101
| -26% | -$192K | 0.02% | 665 |
|
|
2017
Q2 | $678K | Sell |
11,723
-1,328
| -10% | -$76.8K | 0.03% | 555 |
|
|
2017
Q1 | $707K | Buy |
13,051
+10,573
| +427% | +$573K | 0.03% | 537 |
|
|
2016
Q4 | $124K | Buy |
2,478
+822
| +50% | +$41.1K | 0.01% | 1313 |
|
|
2016
Q3 | $87K | Sell |
1,656
-963
| -37% | -$50.6K | ﹤0.01% | 1455 |
|
|
2016
Q2 | $126K | Buy |
2,619
+1,989
| +316% | +$95.7K | 0.01% | 1207 |
|
|
2016
Q1 | $36K | Sell |
630
-3,092
| -83% | -$177K | ﹤0.01% | 1106 |
|
|
2015
Q4 | $186K | Buy |
+3,722
| New | +$186K | 0.01% | 856 |
|