Klingman & Associates’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 | $12.2M | Sell |
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|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $12.1M | Sell |
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|
2024
Q2 | $11.5M | Sell |
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|
2024
Q1 | $11.8M | Sell |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $10.7M | Sell |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $8.81M | Buy |
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|
2022
Q2 | $779K | Buy |
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|
2022
Q1 | $814K | Hold |
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|
2021
Q4 | $897K | Buy |
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|
2021
Q3 | $882K | Hold |
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|
2021
Q2 | $879K | Hold |
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|
2021
Q1 | $851K | Hold |
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|
2020
Q4 | $810K | Hold |
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|
2020
Q3 | $699K | Sell |
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|
2020
Q2 | $640K | Hold |
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|
2020
Q1 | $535K | Buy |
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|
2019
Q4 | $738K | Buy |
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|
2019
Q3 | $667K | Hold |
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|
2019
Q2 | $669K | Hold |
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|
2019
Q1 | $669K | Hold |
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|
2018
Q4 | $604K | Sell |
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|
2018
Q3 | $813K | Hold |
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|
2018
Q2 | $819K | Hold |
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|
2018
Q1 | $851K | Hold |
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|
2017
Q4 | $842K | Hold |
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|
2017
Q3 | $809K | Hold |
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|
2017
Q2 | $755K | Hold |
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|
2017
Q1 | $707K | Hold |
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|
2016
Q4 | $651K | Sell |
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|
2016
Q3 | $693K | Hold |
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|
2016
Q2 | $638K | Sell |
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|
2016
Q1 | $706K | Hold |
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|
2015
Q4 | $708K | Hold |
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|
2015
Q3 | $677K | Hold |
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|
2015
Q2 | $723K | Sell |
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|
2015
Q1 | $703K | Hold |
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|
2014
Q4 | $664K | Buy |
|