IFWM
Institute for Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-194
| Closed | -$12K | – | 623 |
|
|
2019
Q4 | $12K | Buy |
+194
| New | +$12K | ﹤0.01% | 591 |
|
|
2018
Q4 | – | Sell |
-13,694
| Closed | -$864K | – | 330 |
|
|
2018
Q3 | $864K | Sell |
13,694
-764
| -5% | -$48.2K | 0.29% | 115 |
|
|
2018
Q2 | $904K | Sell |
14,458
-816
| -5% | -$51K | 0.29% | 121 |
|
|
2018
Q1 | $1M | Sell |
15,274
-17,533
| -53% | -$1.15M | 0.3% | 124 |
|
|
2017
Q4 | $2.12M | Buy |
32,807
+14,503
| +79% | +$939K | 0.49% | 50 |
|
|
2017
Q3 | $1.14M | Sell |
18,304
-1,695
| -8% | -$105K | 0.37% | 90 |
|
|
2017
Q2 | $1.16M | Buy |
+19,999
| New | +$1.16M | 0.32% | 91 |
|
|
2015
Q4 | $2.36M | Sell |
47,289
-2,128
| -4% | -$106K | 3.53% | 8 |
|
|
2015
Q3 | $2.36M | Sell |
49,417
-9,332
| -16% | -$446K | 4.49% | 8 |
|
|
2015
Q2 | $3M | Buy |
+58,749
| New | +$3M | 3.87% | 8 |
|