Independence 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
2020
Q3
$5.37M Sell
2020
Q2
$4.89M Buy
2020
Q1
$3.94M Buy
2019
Q4
$4.45M Buy
2019
Q3
$885K Buy
2019
Q2
$872K Hold
2019
Q1
$872K Buy
2018
Q4
$748K Buy
2018
Q3
$311K Hold
2018
Q2
$314K Hold
2018
Q1
$326K Hold
2017
Q4
$323K Hold
2017
Q3
$310K Hold
2017
Q2
$289K Hold
2017
Q1
$271K Hold
2016
Q4
$249K Hold
2016
Q3
$262K Hold
2016
Q2
$241K Buy