Kavar Capital Partners 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 | $343K | Sell |
4,722
-58
| -1% | -$4.22K | 0.05% | 141 |
|
|
2025
Q1 | $304K | Hold |
4,780
| – | – | 0.05% | 138 |
|
|
2024
Q4 | $290K | Buy |
4,780
+1
| +0% | +$61 | 0.05% | 141 |
|
|
2024
Q3 | $324K | Hold |
4,779
| – | – | 0.05% | 139 |
|
|
2024
Q2 | $295K | Hold |
4,779
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $303K | Sell |
4,779
-5,179
| -52% | -$328K | 0.06% | 131 |
|
|
2023
Q4 | $616K | Buy |
9,958
+3,778
| +61% | +$234K | 0.07% | 122 |
|
|
2023
Q3 | $349K | Buy |
6,180
+534
| +9% | +$30.2K | 0.08% | 120 |
|
|
2023
Q2 | $333K | Buy |
5,646
+26
| +0.5% | +$1.53K | 0.07% | 117 |
|
|
2023
Q1 | $334K | Hold |
5,620
| – | – | 0.07% | 125 |
|
|
2022
Q4 | $317K | Sell |
5,620
-89
| -2% | -$5.03K | 0.07% | 117 |
|
|
2022
Q3 | $278K | Sell |
5,709
-172
| -3% | -$8.38K | 0.07% | 123 |
|
|
2022
Q2 | $321K | Hold |
5,881
| – | – | 0.07% | 137 |
|
|
2022
Q1 | $390K | Hold |
5,881
| – | – | 0.08% | 122 |
|
|
2021
Q4 | $430K | Buy |
5,881
+1
| +0% | +$73 | 0.09% | 122 |
|
|
2021
Q3 | $438K | Hold |
5,880
| – | – | 0.1% | 127 |
|
|
2021
Q2 | $436K | Hold |
5,880
| – | – | 0.11% | 116 |
|
|
2021
Q1 | $422K | Sell |
5,880
-167
| -3% | -$12K | 0.11% | 108 |
|
|
2020
Q4 | $413K | Hold |
6,047
| – | – | 0.12% | 114 |
|
|
2020
Q3 | $357K | Sell |
6,047
-424
| -7% | -$25K | 0.12% | 114 |
|
|
2020
Q2 | $347K | Sell |
6,471
-1,968
| -23% | -$106K | 0.13% | 97 |
|
|
2020
Q1 | $378K | Sell |
8,439
-901
| -10% | -$40.4K | 0.18% | 85 |
|
|
2019
Q4 | $582K | Buy |
9,340
+1
| +0% | +$62 | 0.22% | 82 |
|
|
2019
Q3 | $534K | Hold |
9,339
| – | – | 0.21% | 85 |
|
|
2019
Q2 | $536K | Sell |
9,339
-392
| -4% | -$22.5K | 0.21% | 83 |
|
|
2019
Q1 | $559K | Sell |
9,731
-123
| -1% | -$7.07K | 0.25% | 80 |
|
|
2018
Q4 | $511K | Sell |
9,854
-146
| -1% | -$7.57K | 0.28% | 74 |
|
|
2018
Q3 | $623K | Sell |
10,000
-343
| -3% | -$21.4K | 0.31% | 71 |
|
|
2018
Q2 | $649K | Buy |
10,343
+1
| +0% | +$63 | 0.33% | 68 |
|
|
2018
Q1 | $674K | Hold |
10,342
| – | – | 0.35% | 69 |
|
|
2017
Q4 | $667K | Hold |
10,342
| – | – | 0.35% | 70 |
|
|
2017
Q3 | $641K | Sell |
10,342
-81
| -0.8% | -$5.02K | 0.35% | 70 |
|
|
2017
Q2 | $603K | Hold |
10,423
| – | – | 0.33% | 73 |
|
|
2017
Q1 | $564K | Sell |
10,423
-211
| -2% | -$11.4K | 0.31% | 77 |
|
|
2016
Q4 | $530K | Sell |
10,634
-127
| -1% | -$6.33K | 0.34% | 77 |
|
|
2016
Q3 | $564K | Hold |
10,761
| – | – | 0.36% | 77 |
|
|
2016
Q2 | $519K | Sell |
10,761
-257
| -2% | -$12.4K | 0.33% | 78 |
|
|
2016
Q1 | $549K | Sell |
11,018
-138
| -1% | -$6.88K | 0.36% | 78 |
|
|
2015
Q4 | $557K | Buy |
11,156
+800
| +8% | +$39.9K | 0.36% | 77 |
|
|
2015
Q3 | $494K | Sell |
10,356
-237
| -2% | -$11.3K | 0.35% | 78 |
|
|
2015
Q2 | $540K | Sell |
10,593
-336
| -3% | -$17.1K | 0.37% | 87 |
|
|
2015
Q1 | $541K | Sell |
10,929
-349
| -3% | -$17.3K | 0.46% | 76 |
|
|
2014
Q4 | $527K | Hold |
11,278
| – | – | 0.41% | 97 |
|
|
2014
Q3 | $547K | Sell |
11,278
-1,219
| -10% | -$59.1K | 0.47% | 90 |
|
|
2014
Q2 | $661K | Sell |
12,497
-2,171
| -15% | -$115K | 0.56% | 78 |
|
|
2014
Q1 | $765K | Sell |
14,668
-364
| -2% | -$19K | 0.63% | 65 |
|
|
2013
Q4 | $766K | Buy |
+15,032
| New | +$766K | 0.69% | 62 |
|