Moneta Group Investment Advisors’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 | $34.2M | Sell |
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|
2025
Q1 | $30.1M | Buy |
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|
2024
Q4 | $28M | Sell |
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|
2024
Q3 | $32.1M | Sell |
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|
2024
Q2 | $29.5M | Sell |
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|
2024
Q1 | $30.4M | Buy |
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|
2023
Q4 | $25.5M | Buy |
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|
2023
Q3 | $23.3M | Buy |
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|
2023
Q2 | $23.7M | Buy |
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|
2023
Q1 | $22M | Buy |
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|
2022
Q4 | $18.6M | Sell |
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|
2022
Q3 | $16.2M | Sell |
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|
2022
Q2 | $19.5M | Buy |
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|
2022
Q1 | $21.5M | Buy |
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|
2021
Q4 | $22.1M | Buy |
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|
2021
Q3 | $22.1M | Buy |
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|
2021
Q2 | $20.7M | Buy |
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|
2021
Q1 | $19M | Buy |
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|
2020
Q4 | $12.1M | Buy |
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|
2020
Q3 | $10.3M | Sell |
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|
2020
Q2 | $10.9M | Sell |
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|
2020
Q1 | $25.1M | Sell |
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|
2019
Q4 | $50.5M | Sell |
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|
2019
Q3 | $48.8M | Sell |
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|
2019
Q2 | $52.3M | Sell |
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|
2019
Q1 | $58M | Sell |
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|
2018
Q4 | $54.1M | Sell |
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|
2018
Q3 | $67.1M | Buy |
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|
2018
Q2 | $59.3M | Buy |
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|
2018
Q1 | $58.9M | Buy |
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|
2017
Q4 | $47.6M | Buy |
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|
2017
Q3 | $45.5M | Buy |
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|
2017
Q2 | $40.6M | Buy |
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|
2017
Q1 | $34.7M | Sell |
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|
2016
Q4 | $32M | Buy |
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|
2016
Q3 | $28.2M | Buy |
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|
2016
Q2 | $25M | Buy |
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|
2016
Q1 | $25.8M | Sell |
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|
2015
Q4 | $26M | Buy |
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|
2015
Q3 | $21.7M | Buy |
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|
2015
Q2 | $16.5M | Buy |
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|
2015
Q1 | $11.6M | Buy |
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|
2014
Q4 | $10.8M | Sell |
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|
2014
Q3 | $11.3M | Buy |
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|
2014
Q2 | $12.2M | Buy |
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|
2014
Q1 | $10.5M | Buy |
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|
2013
Q4 | $7.48M | Buy |
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|
2013
Q3 | $7.03M | Buy |
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|
2013
Q2 | $5.92M | Buy |
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