JDM Financial Group’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 | $67.6K | Buy |
930
+1
| +0.1% | +$73 | 0.03% | 79 |
|
|
2025
Q1 | $59K | Hold |
929
| – | – | 0.03% | 79 |
|
|
2024
Q4 | $56.5K | Buy |
929
+1
| +0.1% | +$61 | 0.03% | 81 |
|
|
2024
Q3 | $62.8K | Sell |
928
-861
| -48% | -$58.3K | 0.03% | 75 |
|
|
2024
Q2 | $110K | Sell |
1,789
-305
| -15% | -$18.8K | 0.07% | 55 |
|
|
2024
Q1 | $133K | Hold |
2,094
| – | – | 0.1% | 45 |
|
|
2023
Q4 | $130K | Buy |
2,094
+13
| +0.6% | +$805 | 0.11% | 44 |
|
|
2023
Q3 | $117K | Hold |
2,081
| – | – | 0.11% | 44 |
|
|
2023
Q2 | $123K | Buy |
2,081
+20
| +1% | +$1.18K | 0.11% | 46 |
|
|
2023
Q1 | $123K | Sell |
2,061
-815
| -28% | -$48.5K | 0.11% | 46 |
|
|
2022
Q4 | $162K | Buy |
+2,876
| New | +$162K | 0.16% | 38 |
|