JJBC
James J. Burns & Company’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 | $2.55M | Buy |
35,020
+685
| +2% | +$49.8K | 0.42% | 42 |
|
|
2025
Q1 | $2.18M | Buy |
34,335
+1,866
| +6% | +$119K | 0.39% | 44 |
|
|
2024
Q4 | $1.97M | Buy |
32,469
+3,407
| +12% | +$207K | 0.34% | 45 |
|
|
2024
Q3 | $1.97M | Buy |
29,062
+2,135
| +8% | +$145K | 0.36% | 43 |
|
|
2024
Q2 | $1.66M | Buy |
26,927
+12,893
| +92% | +$795K | 0.33% | 47 |
|
|
2024
Q1 | $877K | Sell |
14,034
-7,736
| -36% | -$483K | 0.31% | 42 |
|
|
2023
Q4 | $1.35M | Sell |
21,770
-2,149
| -9% | -$133K | 0.32% | 45 |
|
|
2023
Q3 | $1.35M | Sell |
23,919
-1,466
| -6% | -$82.7K | 0.36% | 44 |
|
|
2023
Q2 | $1.5M | Sell |
25,385
-10,088
| -28% | -$595K | 0.38% | 44 |
|
|
2023
Q1 | $2.11M | Buy |
35,473
+6,029
| +20% | +$359K | 0.54% | 39 |
|
|
2022
Q4 | $1.66M | Buy |
29,444
+2,107
| +8% | +$119K | 0.68% | 33 |
|
|
2022
Q3 | $1.33M | Buy |
+27,337
| New | +$1.33M | 0.59% | 37 |
|