McClarren Financial Advisors’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 | – | Sell |
-63
| Closed | -$66K | – | 254 |
|
|
2025
Q1 | $66K | Buy |
+63
| New | +$66K | 0.04% | 124 |
|
|
2024
Q4 | – | Sell |
-67
| Closed | -$68 | – | 293 |
|
|
2024
Q3 | $68 | Buy |
67
+6
| +10% | +$6 | 0.01% | 110 |
|
|
2024
Q2 | $62K | Sell |
61
-943
| -94% | -$958K | 0.04% | 132 |
|
|
2024
Q1 | $64K | Hold |
1,004
| – | – | 0.05% | 129 |
|
|
2023
Q4 | $62K | Buy |
1,004
+14
| +1% | +$865 | 0.05% | 140 |
|
|
2023
Q3 | $55K | Hold |
990
| – | – | 0.05% | 134 |
|
|
2023
Q2 | $58K | Sell |
990
-349
| -26% | -$20.4K | 0.05% | 141 |
|
|
2023
Q1 | $79K | Hold |
1,339
| – | – | 0.07% | 117 |
|
|
2022
Q4 | $75K | Hold |
1,339
| – | – | 0.07% | 119 |
|
|
2022
Q3 | $65K | Buy |
+1,339
| New | +$65K | 0.06% | 112 |
|
|
2022
Q2 | – | Sell |
-1,312
| Closed | -$87K | – | 222 |
|
|
2022
Q1 | $87K | Hold |
1,312
| – | – | 0.06% | 94 |
|
|
2021
Q4 | $96K | Buy |
1,312
+27
| +2% | +$1.98K | 0.07% | 104 |
|
|
2021
Q3 | $95K | Hold |
1,285
| – | – | 0.07% | 81 |
|
|
2021
Q2 | $95K | Sell |
1,285
-122
| -9% | -$9.02K | 0.08% | 79 |
|
|
2021
Q1 | $101K | Hold |
1,407
| – | – | 0.09% | 76 |
|
|
2020
Q4 | $96K | Buy |
+1,407
| New | +$96K | 0.09% | 76 |
|