Larson Financial 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 | $4.83M | Sell |
66,481
-35,724
| -35% | -$2.6M | 0.19% | 105 |
|
|
2025
Q1 | $6.49M | Sell |
102,205
-4,477
| -4% | -$284K | 0.31% | 67 |
|
|
2024
Q4 | $6.48M | Sell |
106,682
-8,576
| -7% | -$521K | 0.34% | 65 |
|
|
2024
Q3 | $7.8M | Sell |
115,258
-6,865
| -6% | -$465K | 0.44% | 47 |
|
|
2024
Q2 | $7.53M | Sell |
122,123
-52,002
| -30% | -$3.21M | 0.51% | 43 |
|
|
2024
Q1 | $11M | Buy |
174,125
+47,090
| +37% | +$2.98M | 0.85% | 28 |
|
|
2023
Q4 | $7.86M | Buy |
127,035
+27,542
| +28% | +$1.7M | 0.69% | 35 |
|
|
2023
Q3 | $5.62M | Sell |
99,493
-1,824
| -2% | -$103K | 0.55% | 39 |
|
|
2023
Q2 | $5.98M | Sell |
101,317
-1,658
| -2% | -$97.8K | 0.6% | 39 |
|
|
2023
Q1 | $6.13M | Sell |
102,975
-8,350
| -8% | -$497K | 0.67% | 34 |
|
|
2022
Q4 | $6.29M | Sell |
111,325
-153,505
| -58% | -$8.67M | 0.75% | 31 |
|
|
2022
Q3 | $12.9M | Buy |
264,830
+15,453
| +6% | +$754K | 1.84% | 12 |
|
|
2022
Q2 | $13.6M | Buy |
249,377
+11,535
| +5% | +$630K | 2.35% | 12 |
|
|
2022
Q1 | $15.8M | Buy |
237,842
+32,657
| +16% | +$2.17M | 2.52% | 9 |
|
|
2021
Q4 | $15M | Buy |
205,185
+35,573
| +21% | +$2.6M | 2.38% | 9 |
|
|
2021
Q3 | $12.6M | Buy |
169,612
+5,975
| +4% | +$445K | 2.5% | 9 |
|
|
2021
Q2 | $12.1M | Buy |
163,637
+22,295
| +16% | +$1.65M | 2.82% | 7 |
|
|
2021
Q1 | $10.2M | Buy |
141,342
+15,820
| +13% | +$1.14M | 2.99% | 6 |
|
|
2020
Q4 | $8.58M | Buy |
125,522
+9,734
| +8% | +$665K | 2.92% | 6 |
|
|
2020
Q3 | $6.83M | Buy |
115,788
+5,684
| +5% | +$335K | 2.8% | 8 |
|
|
2020
Q2 | $5.9M | Buy |
110,104
+33,511
| +44% | +$1.8M | 2.81% | 11 |
|
|
2020
Q1 | $3.43M | Buy |
76,593
+46,272
| +153% | +$2.07M | 2.15% | 14 |
|
|
2019
Q4 | $1.89M | Sell |
30,321
-1,343
| -4% | -$83.6K | 1.09% | 19 |
|
|
2019
Q3 | $1.81M | Buy |
31,664
+290
| +0.9% | +$16.6K | 1.18% | 20 |
|
|
2019
Q2 | $1.8M | Buy |
31,374
+631
| +2% | +$36.2K | 1.34% | 16 |
|
|
2019
Q1 | $1.77M | Buy |
30,743
+1,852
| +6% | +$106K | 1.4% | 15 |
|
|
2018
Q4 | $1.5M | Buy |
28,891
+24,983
| +639% | +$1.29M | 1.38% | 16 |
|
|
2018
Q3 | $243K | Sell |
3,908
-1,850
| -32% | -$115K | 0.28% | 40 |
|
|
2018
Q2 | $361K | Buy |
5,758
+461
| +9% | +$28.9K | 0.42% | 32 |
|
|
2018
Q1 | $345K | Sell |
5,297
-23,901
| -82% | -$1.56M | 0.4% | 35 |
|
|
2017
Q4 | $1.88M | Buy |
+29,198
| New | +$1.88M | 1.58% | 15 |
|