Kovitz Investment Group Partners’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
Q1
Sell
-9,299
Closed -$565K 1295
2024
Q4
$565K Buy
9,299
+1,873
+25% +$114K ﹤0.01% 857
2024
Q3
$465K Buy
7,426
+941
+15% +$58.9K ﹤0.01% 764
2024
Q2
$400K Buy
+6,485
New +$400K ﹤0.01% 685