Mason Investment Advisory Services’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 | $1.01M | Sell |
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|
2025
Q2 | $1,000K | Buy |
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|
2025
Q1 | $861K | Hold |
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|
2024
Q4 | $823K | Buy |
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|
2024
Q3 | $899K | Hold |
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|
2024
Q2 | $819K | Sell |
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|
2024
Q1 | $924K | Hold |
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|
2023
Q4 | $903K | Hold |
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|
2023
Q3 | $824K | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $583K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.5M | Sell |
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|
2019
Q4 | $6.13M | Hold |
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|
2019
Q3 | $5.64M | Sell |
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|
2019
Q2 | $6.11M | Sell |
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|
2019
Q1 | $6.13M | Buy |
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