Integrated Advisors Network’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 | $423K | Sell |
5,816
-355
| -6% | -$25.8K | 0.02% | 534 |
|
2025
Q1 | $392K | Hold |
6,171
| – | – | 0.02% | 517 |
|
2024
Q4 | $375K | Sell |
6,171
-2
| -0% | -$122 | 0.02% | 516 |
|
2024
Q3 | $418K | Buy |
6,173
+83
| +1% | +$5.62K | 0.02% | 513 |
|
2024
Q2 | $375K | Buy |
6,090
+82
| +1% | +$5.05K | 0.02% | 520 |
|
2024
Q1 | $380K | Sell |
6,008
-64
| -1% | -$4.05K | 0.02% | 527 |
|
2023
Q4 | $376K | Sell |
6,072
-65
| -1% | -$4.02K | 0.02% | 499 |
|
2023
Q3 | $347K | Sell |
6,137
-1,158
| -16% | -$65.4K | 0.02% | 503 |
|
2023
Q2 | $430K | Sell |
7,295
-98
| -1% | -$5.78K | 0.02% | 471 |
|
2023
Q1 | $440K | Sell |
7,393
-1,263
| -15% | -$75.2K | 0.03% | 469 |
|
2022
Q4 | $489K | Sell |
8,656
-125
| -1% | -$7.06K | 0.03% | 419 |
|
2022
Q3 | $428K | Buy |
8,781
+227
| +3% | +$11.1K | 0.03% | 428 |
|
2022
Q2 | $467K | Sell |
8,554
-1,018
| -11% | -$55.6K | 0.03% | 440 |
|
2022
Q1 | $635K | Sell |
9,572
-51,983
| -84% | -$3.45M | 0.04% | 379 |
|
2021
Q4 | $4.5M | Buy |
61,555
+5,908
| +11% | +$432K | 0.27% | 97 |
|
2021
Q3 | $4.14M | Sell |
55,647
-11,964
| -18% | -$890K | 0.27% | 97 |
|
2021
Q2 | $5.01M | Buy |
67,611
+14,749
| +28% | +$1.09M | 0.37% | 60 |
|
2021
Q1 | $3.8M | Buy |
52,862
+44,815
| +557% | +$3.22M | 0.35% | 75 |
|
2020
Q4 | $550K | Buy |
8,047
+352
| +5% | +$24.1K | 0.06% | 271 |
|
2020
Q3 | $454K | Buy |
+7,695
| New | +$454K | 0.06% | 272 |
|
2020
Q1 | – | Sell |
-3,786
| Closed | -$236K | – | 437 |
|
2019
Q4 | $236K | Buy |
+3,786
| New | +$236K | 0.03% | 365 |
|