JMG Financial Group’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $579K | Buy |
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|
2025
Q2 | $545K | Hold |
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|
2025
Q1 | $477K | Hold |
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|
2024
Q4 | $456K | Hold |
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|
2024
Q3 | $508K | Hold |
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|
2024
Q2 | $462K | Hold |
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|
2024
Q1 | $475K | Hold |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $291K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $216K | Buy |
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