Montecito Bank & Trust’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 | $452K | Buy |
|
|||||
|
2025
Q1 | $225K | Buy |
|
|||||
|
2024
Q4 | $210K | Hold |
|
|||||
|
2024
Q3 | $235K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $205K | Sell |
|
|||||
|
2021
Q3 | $278K | Sell |
|
|||||
|
2021
Q2 | $304K | Hold |
|
|||||
|
2021
Q1 | $294K | Sell |
|
|||||
|
2020
Q4 | $403K | Sell |
|
|||||
|
2020
Q3 | $387K | Hold |
|
|||||
|
2020
Q2 | $352K | Sell |
|
|||||
|
2020
Q1 | $308K | Sell |
|
|||||
|
2019
Q4 | $788K | Sell |
|
|||||
|
2019
Q3 | $816K | Sell |
|
|||||
|
2019
Q2 | $907K | Sell |
|
|||||
|
2019
Q1 | $927K | Sell |
|
|||||
|
2018
Q4 | $1.19M | Sell |
|
|||||
|
2018
Q3 | $2.39M | Sell |
|
|||||
|
2018
Q2 | $7.51M | Buy |
|
|||||
|
2018
Q1 | $2.46M | Sell |
|
|||||
|
2017
Q4 | $2.46M | Sell |
|
|||||
|
2017
Q3 | $2.5M | Sell |
|
|||||
|
2017
Q2 | $2.35M | Sell |
|
|||||
|
2017
Q1 | $2.44M | Sell |
|
|||||
|
2016
Q4 | $3.57M | Sell |
|
|||||
|
2016
Q3 | $6.1M | Sell |
|
|||||
|
2016
Q2 | $6.63M | Buy |
|
|||||
|
2016
Q1 | $4.91M | Buy |
|
|||||
|
2015
Q4 | $2.9M | Buy |
|
|||||
|
2015
Q3 | $939K | Buy |
|