Martin & Co’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Martin & Co’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.89M	Buy	49,632 +2,194	+5%	+$178K	0.66%	42
2025 Q4	$3.68M	Buy	47,438 +1,594	+3%	+$122K	0.63%	44
2025 Q3	$3.52M	Buy	45,844 +836	+2%	+$62.5K	0.63%	49
2025 Q2	$3.27M	Sell	45,008 -617	-1%	-$41.8K	0.6%	50
2025 Q1	$2.9M	Buy	45,625 +505	+1%	+$31.9K	0.56%	53
2024 Q4	$2.74M	Sell	45,120 -1,574	-3%	-$100K	0.68%	58
2024 Q3	$3.16M	Sell	46,694 -33	-0.1%	-$2.12K	0.74%	49
2024 Q2	$2.88M	Sell	46,727 -1,644	-3%	-$103K	0.72%	48
2024 Q1	$3.06M	Sell	48,371 -1,385	-3%	-$84.7K	0.75%	51
2023 Q4	$3.08M	Sell	49,756 -1,916	-4%	-$109K	0.76%	48
2023 Q3	$2.92M	Buy	51,672 +214	+0.4%	+$12.6K	0.77%	46
2023 Q2	$3.03M	Sell	51,458 -1,871	-4%	-$112K	0.77%	44
2023 Q1	$3.17M	Sell	53,329 -990	-2%	-$58.8K	0.82%	45
2022 Q4	$3.07M	Buy	54,319 +1,520	+3%	+$81.6K	0.81%	48
2022 Q3	$2.58M	Buy	52,799 +996	+2%	+$54.6K	0.77%	53
2022 Q2	$2.83M	Buy	51,803 +1,024	+2%	+$62K	0.81%	43
2022 Q1	$3.37M	Sell	50,779 -7,222	-12%	-$490K	0.86%	36
2021 Q4	$4.24M	Sell	58,001 -692	-1%	-$51.4K	0.97%	35
2021 Q3	$4.37M	Buy	58,693 +8,085	+16%	+$615K	1.03%	32
2021 Q2	$3.75M	Sell	50,608 -2,961	-6%	-$222K	0.93%	38
2021 Q1	$3.85M	Buy	53,569 +726	+1%	+$51.5K	0.97%	35
2020 Q4	$3.61M	Buy	52,843 +115	+0.2%	+$7.26K	0.92%	35
2020 Q3	$3.11M	Sell	52,728 -235	-0.4%	-$13.5K	0.91%	37
2020 Q2	$2.84M	Buy	52,963 +1,310	+3%	+$66K	0.88%	37
2020 Q1	$2.32M	Buy	51,653 +410	+0.8%	+$22.8K	0.83%	38
2019 Q4	$3.19M	Sell	51,243 -2,100	-4%	-$126K	0.92%	38
2019 Q3	$3.05M	Sell	53,343 -2,850	-5%	-$161K	0.92%	37
2019 Q2	$3.23M	Sell	56,193 -70	-0.1%	-$4.04K	0.96%	34
2019 Q1	$3.23M	Sell	56,263 -50	-0.1%	-$2.8K	0.97%	32
2018 Q4	$2.92M	Sell	56,313 -320	-0.6%	-$17.9K	1.03%	30
2018 Q3	$3.53M	Sell	56,633 -635	-1%	-$39.7K	1.07%	28
2018 Q2	$3.59M	Buy	57,268 +395	+0.7%	+$25.9K	1.14%	27
2018 Q1	$3.71M	Sell	56,873 -321	-0.6%	-$21.2K	1.23%	19
2017 Q4	$3.69M	Buy	57,194 +5	+0%	+$315	1.17%	26
2017 Q3	$3.55M	Sell	57,189 -1,320	-2%	-$79K	1.15%	27
2017 Q2	$3.38M	Buy	58,509 +970	+2%	+$55.3K	1.04%	37
2017 Q1	$3.12M	Buy	57,539 +1,495	+3%	+$78.6K	0.99%	38
2016 Q4	$2.79M	Sell	56,044 -90	-0.2%	-$4.54K	0.91%	48
2016 Q3	$2.94M	Buy	56,134 +900	+2%	+$45.6K	0.97%	43
2016 Q2	$2.67M	Sell	55,234 -2,055	-4%	-$103K	0.86%	49
2016 Q1	$2.85M	Buy	57,289 +90	+0.2%	+$4.23K	0.91%	46
2015 Q4	$2.86M	Sell	57,199 -125	-0.2%	-$6.25K	0.91%	48
2015 Q3	$2.74M	Buy	57,324 +50	+0.1%	+$2.49K	0.92%	49
2015 Q2	$2.92M	Buy	57,274 +45	+0.1%	+$2.35K	0.96%	46
2015 Q1	$2.83M	Buy	57,229 +577	+1%	+$27.9K	0.91%	49
2014 Q4	$2.65M	Buy	56,652 +725	+1%	+$34.2K	0.84%	54
2014 Q3	$2.71M	Buy	55,927 +260	+0.5%	+$13.3K	0.9%	53
2014 Q2	$2.95M	Buy	55,667 +345	+0.6%	+$18K	0.95%	51
2014 Q1	$2.89M	Buy	55,322 +165	+0.3%	+$8.46K	0.99%	49
2013 Q4	$2.81M	Buy	55,157 +1,845	+3%	+$91.5K	0.96%	50
2013 Q3	$2.59M	Buy	53,312 +325	+0.6%	+$14.9K	0.93%	53
2013 Q2	$2.22M	Buy	+52,987	New	+$2.34M	0.8%	62