Key Financial Inc’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 | $255K | Sell |
3,504
-210
| -6% | -$15.3K | 0.05% | 244 |
|
|
2025
Q1 | $236K | Sell |
3,714
-4
| -0.1% | -$254 | 0.05% | 240 |
|
|
2024
Q4 | $226K | Buy |
3,718
+593
| +19% | +$36K | 0.05% | 237 |
|
|
2024
Q3 | $212K | Hold |
3,125
| – | – | 0.05% | 245 |
|
|
2024
Q2 | $193K | Hold |
3,125
| – | – | 0.05% | 251 |
|
|
2024
Q1 | $198K | Hold |
3,125
| – | – | 0.05% | 231 |
|
|
2023
Q4 | $193K | Hold |
3,125
| – | – | 0.05% | 226 |
|
|
2023
Q3 | $176K | Sell |
3,125
-706
| -18% | -$39.9K | 0.06% | 219 |
|
|
2023
Q2 | $226K | Hold |
3,831
| – | – | 0.07% | 192 |
|
|
2023
Q1 | $228K | Buy |
3,831
+740
| +24% | +$44K | 0.08% | 180 |
|
|
2022
Q4 | $151K | Hold |
3,091
| – | – | 0.07% | 194 |
|
|
2022
Q3 | $151K | Buy |
3,091
+385
| +14% | +$18.8K | 0.07% | 197 |
|
|
2022
Q2 | $148K | Buy |
2,706
+128
| +5% | +$7K | 0.08% | 191 |
|
|
2022
Q1 | $171K | Buy |
2,578
+44
| +2% | +$2.92K | 0.09% | 183 |
|
|
2021
Q4 | $185K | Hold |
2,534
| – | – | 0.09% | 158 |
|
|
2021
Q3 | $189K | Hold |
2,534
| – | – | 0.11% | 156 |
|
|
2021
Q2 | $191K | Sell |
2,534
-21
| -0.8% | -$1.58K | 0.11% | 158 |
|
|
2021
Q1 | $184K | Hold |
2,555
| – | – | 0.12% | 146 |
|
|
2020
Q4 | $175K | Buy |
+2,555
| New | +$175K | 0.13% | 134 |
|
|
2020
Q2 | – | Sell |
-2,637
| Closed | -$118K | – | 525 |
|
|
2020
Q1 | $118K | Sell |
2,637
-1,326
| -33% | -$59.3K | 0.12% | 134 |
|
|
2019
Q4 | $247K | Buy |
+3,963
| New | +$247K | 0.23% | 90 |
|