Institute for Wealth Management’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
Q1 | – | Sell |
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|
2019
Q4 | $12K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $864K | Sell |
|
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|
2018
Q2 | $904K | Sell |
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|
2018
Q1 | $1M | Sell |
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|
2017
Q4 | $2.12M | Buy |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.16M | Buy |
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|
2015
Q4 | $2.36M | Sell |
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|
2015
Q3 | $2.36M | Sell |
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|
2015
Q2 | $3M | Buy |
|