Johnson Financial Group LLC (Colorado)’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 | $620K | Hold |
8,535
| – | – | 0.06% | 37 |
|
|
2025
Q1 | $542K | Buy |
+8,535
| New | +$542K | 0.06% | 47 |
|
|
2020
Q1 | – | Sell |
-10,839
| Closed | -$675K | – | 26 |
|
|
2019
Q4 | $675K | Buy |
+10,839
| New | +$675K | 0.45% | 13 |
|
|
2019
Q2 | – | Sell |
-6,731
| Closed | -$387K | – | 26 |
|
|
2019
Q1 | $387K | Sell |
6,731
-173,420
| -96% | -$9.97M | 0.3% | 14 |
|
|
2018
Q4 | $9.34M | Buy |
+180,151
| New | +$9.34M | 5.03% | 7 |
|
|
2018
Q1 | $339K | Buy |
+5,206
| New | +$339K | 0.28% | 30 |
|
|
2017
Q1 | – | Sell |
-122,727
| Closed | -$6.12M | – | 93 |
|
|
2016
Q4 | $6.12M | Buy |
+122,727
| New | +$6.12M | 4.9% | 5 |
|