Mather Group’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 | $736K | Sell |
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|
2025
Q2 | $722K | Buy |
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|
2025
Q1 | $631K | Sell |
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|
2024
Q4 | $605K | Sell |
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|
2024
Q3 | $690K | Sell |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $656K | Hold |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $602K | Sell |
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|
2023
Q2 | $639K | Sell |
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|
2023
Q1 | $654K | Sell |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $2.88M | Sell |
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|
2022
Q2 | $4.55M | Buy |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $764K | Buy |
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