JMG 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 | $545K | Hold |
7,501
| – | – | 0.02% | 87 |
|
|
2025
Q1 | $477K | Hold |
7,501
| – | – | 0.02% | 88 |
|
|
2024
Q4 | $456K | Hold |
7,501
| – | – | 0.02% | 89 |
|
|
2024
Q3 | $508K | Hold |
7,501
| – | – | 0.02% | 86 |
|
|
2024
Q2 | $462K | Hold |
7,501
| – | – | 0.02% | 84 |
|
|
2024
Q1 | $475K | Hold |
7,501
| – | – | 0.02% | 85 |
|
|
2023
Q4 | $464K | Buy |
7,501
+2,340
| +45% | +$145K | 0.02% | 88 |
|
|
2023
Q3 | $291K | Sell |
5,161
-12,063
| -70% | -$681K | 0.01% | 95 |
|
|
2023
Q2 | $1.02M | Hold |
17,224
| – | – | 0.05% | 63 |
|
|
2023
Q1 | $1.03M | Buy |
17,224
+12,063
| +234% | +$718K | 0.05% | 59 |
|
|
2022
Q4 | $291K | Buy |
+5,161
| New | +$291K | 0.02% | 90 |
|
|
2021
Q3 | – | Sell |
-2,917
| Closed | -$216K | – | 84 |
|
|
2021
Q2 | $216K | Buy |
+2,917
| New | +$216K | 0.01% | 79 |
|