MFT
Moisand Fitzgerald Tamayo’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Sell |
6,978
-257
| -4% | -$18.7K | 0.06% | 74 |
|
|
2025
Q1 | $460K | Hold |
7,235
| – | – | 0.06% | 72 |
|
|
2024
Q4 | $440K | Buy |
7,235
+12
| +0.2% | +$729 | 0.06% | 75 |
|
|
2024
Q3 | $489K | Sell |
7,223
-41
| -0.6% | -$2.78K | 0.07% | 70 |
|
|
2024
Q2 | $448K | Buy |
7,264
+10
| +0.1% | +$616 | 0.07% | 70 |
|
|
2024
Q1 | $459K | Sell |
7,254
-16
| -0.2% | -$1.01K | 0.07% | 69 |
|
|
2023
Q4 | $450K | Sell |
7,270
-13
| -0.2% | -$805 | 0.08% | 70 |
|
|
2023
Q3 | $411K | Sell |
7,283
-57
| -0.8% | -$3.22K | 0.09% | 68 |
|
|
2023
Q2 | $433K | Sell |
7,340
-125
| -2% | -$7.37K | 0.09% | 69 |
|
|
2023
Q1 | $444K | Sell |
7,465
-74
| -1% | -$4.4K | 0.09% | 70 |
|
|
2022
Q4 | $426K | Sell |
7,539
-1
| -0% | -$56 | 0.1% | 73 |
|
|
2022
Q3 | $368K | Hold |
7,540
| – | – | 0.1% | 74 |
|
|
2022
Q2 | $412K | Buy |
7,540
+2,364
| +46% | +$129K | 0.11% | 72 |
|
|
2022
Q1 | $343K | Sell |
5,176
-2,350
| -31% | -$156K | 0.16% | 59 |
|
|
2021
Q4 | $550K | Buy |
7,526
+3
| +0% | +$219 | 0.15% | 62 |
|
|
2021
Q3 | $560K | Sell |
7,523
-358
| -5% | -$26.6K | 0.19% | 61 |
|
|
2021
Q2 | $584K | Sell |
7,881
-167
| -2% | -$12.4K | 0.21% | 55 |
|
|
2021
Q1 | $578K | Hold |
8,048
| – | – | 0.25% | 52 |
|
|
2020
Q4 | $550K | Sell |
8,048
-2
| -0% | -$137 | 0.25% | 53 |
|
|
2020
Q3 | $475K | Sell |
8,050
-357
| -4% | -$21.1K | 0.25% | 51 |
|
|
2020
Q2 | $451K | Sell |
8,407
-458
| -5% | -$24.6K | 0.25% | 51 |
|
|
2020
Q1 | $397K | Sell |
8,865
-1,659
| -16% | -$74.3K | 0.26% | 51 |
|
|
2019
Q4 | $655K | Buy |
10,524
+34
| +0.3% | +$2.12K | 0.34% | 44 |
|
|
2019
Q3 | $600K | Sell |
10,490
-283
| -3% | -$16.2K | 0.32% | 46 |
|
|
2019
Q2 | $618K | Sell |
10,773
-671
| -6% | -$38.5K | 0.34% | 44 |
|
|
2019
Q1 | $657K | Buy |
11,444
+73
| +0.6% | +$4.19K | 0.37% | 43 |
|
|
2018
Q4 | $589K | Buy |
11,371
+83
| +0.7% | +$4.3K | 0.37% | 42 |
|
|
2018
Q3 | $703K | Hold |
11,288
| – | – | 0.39% | 41 |
|
|
2018
Q2 | $708K | Sell |
11,288
-11
| -0.1% | -$690 | 0.41% | 38 |
|
|
2018
Q1 | $737K | Sell |
11,299
-58
| -0.5% | -$3.78K | 0.44% | 38 |
|
|
2017
Q4 | $733K | Sell |
11,357
-301
| -3% | -$19.4K | 0.42% | 30 |
|
|
2017
Q3 | $723K | Sell |
11,658
-166
| -1% | -$10.3K | 0.44% | 30 |
|
|
2017
Q2 | $684K | Sell |
11,824
-308
| -3% | -$17.8K | 0.47% | 31 |
|
|
2017
Q1 | $657K | Sell |
12,132
-854
| -7% | -$46.2K | 0.46% | 33 |
|
|
2016
Q4 | $647K | Sell |
12,986
-258
| -2% | -$12.9K | 0.48% | 33 |
|
|
2016
Q3 | $694K | Hold |
13,244
| – | – | 0.53% | 31 |
|
|
2016
Q2 | $639K | Buy |
13,244
+68
| +0.5% | +$3.28K | 0.52% | 33 |
|
|
2016
Q1 | $656K | Sell |
13,176
-1,467
| -10% | -$73K | 0.53% | 33 |
|
|
2015
Q4 | $731K | Buy |
+14,643
| New | +$731K | 0.63% | 34 |
|