IAS
IMA Advisory Services’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 | $9.9M | Buy |
136,400
+688
| +0.5% | +$49.9K | 1.06% | 21 |
|
|
2025
Q1 | $8.61M | Sell |
135,712
-17,055
| -11% | -$1.08M | 1.02% | 18 |
|
|
2024
Q4 | $9.27M | Buy |
+152,767
| New | +$9.27M | 1.12% | 18 |
|
|
2023
Q4 | – | Sell |
-26
| Closed | -$1.47K | – | 236 |
|
|
2023
Q3 | $1.47K | Hold |
26
| – | – | ﹤0.01% | 275 |
|
|
2023
Q2 | $1.53K | Hold |
26
| – | – | ﹤0.01% | 279 |
|
|
2023
Q1 | $1.55K | Hold |
26
| – | – | ﹤0.01% | 284 |
|
|
2022
Q4 | $1.47K | Hold |
26
| – | – | ﹤0.01% | 309 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 315 |
|
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 315 |
|
|
2022
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 298 |
|
|
2021
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 277 |
|
|
2021
Q2 | $2K | Sell |
26
-2
| -7% | -$154 | ﹤0.01% | 276 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 283 |
|
|
2020
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 273 |
|
|
2020
Q3 | $2K | Sell |
28
-7
| -20% | -$500 | ﹤0.01% | 274 |
|
|
2020
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 240 |
|
|
2020
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 245 |
|
|
2019
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 273 |
|
|
2019
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 276 |
|
|
2019
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 270 |
|
|
2019
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 270 |
|
|
2018
Q4 | $2K | Sell |
35
-34
| -49% | -$1.94K | ﹤0.01% | 298 |
|
|
2018
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 358 |
|