Modera Wealth Management’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
Q2 | $73.7M | Sell |
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|
2025
Q1 | $76.1M | Sell |
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|
2024
Q4 | $147M | Buy |
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|
2024
Q3 | $154M | Buy |
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|
2024
Q2 | $131M | Buy |
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|
2024
Q1 | $128M | Buy |
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|
2023
Q4 | $118M | Buy |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $103M | Buy |
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|
2023
Q1 | $96.8M | Buy |
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|
2022
Q4 | $76.3M | Buy |
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|
2022
Q3 | $57.7M | Buy |
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|
2022
Q2 | $57M | Buy |
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|
2022
Q1 | $62.2M | Buy |
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|
2021
Q4 | $66.6M | Buy |
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|
2021
Q3 | $61.5M | Buy |
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|
2021
Q2 | $60.8M | Buy |
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|
2021
Q1 | $55.4M | Buy |
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|
2020
Q4 | $49.5M | Buy |
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|
2020
Q3 | $35.3M | Buy |
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|
2020
Q2 | $30.2M | Sell |
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|
2020
Q1 | $25.5M | Buy |
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|
2019
Q4 | $35.1M | Buy |
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|
2019
Q3 | $32.1M | Buy |
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|
2019
Q2 | $31.1M | Buy |
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|
2019
Q1 | $29.7M | Buy |
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|
2018
Q4 | $24.6M | Buy |
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|
2018
Q3 | $14.1M | Buy |
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|
2018
Q2 | $13.9M | Sell |
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|
2018
Q1 | $15.2M | Buy |
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|
2017
Q4 | $14.8M | Buy |
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|
2017
Q3 | $13.8M | Buy |
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|
2017
Q2 | $12.8M | Sell |
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|
2017
Q1 | $12M | Buy |
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|
2016
Q4 | $10.8M | Sell |
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|
2016
Q3 | $11.7M | Sell |
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|
2016
Q2 | $10.9M | Sell |
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|
2016
Q1 | $12.1M | Sell |
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|
2015
Q4 | $12.4M | Buy |
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|
2015
Q3 | $11.1M | Buy |
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|
2015
Q2 | $11.8M | Buy |
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|
2015
Q1 | $10.8M | Buy |
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|
2014
Q4 | $8.95M | Buy |
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|
2014
Q3 | $2.04M | Buy |
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|
2014
Q2 | $1.59M | Buy |
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|
2014
Q1 | $1.56M | Buy |
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|
2013
Q4 | $1.47M | Buy |
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|
2013
Q3 | $1.08M | Sell |
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|
2013
Q2 | $965K | Buy |
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