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Mount Yale Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Mount Yale Investment Advisors’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-98,828
Closed -$5.58M – 525
2022
Q4 		$5.58M Buy
98,828
+94,468
+2,167% +$5.07M 0.63% 41
2022
Q3 		$213K Sell
4,360
-2,578
-37% -$141K 0.03% 410
2022
Q2 		$379K Buy
+6,938
New +$420K 0.05% 317
2021
Q3 		– Sell
-2,941
Closed -$218K – 489
2021
Q2 		$218K Hold
2,941
– – 0.03% 397
2021
Q1 		$211K Hold
2,941
– – 0.03% 391
2020
Q4 		$201K Buy
+2,941
New +$186K 0.03% 381
2018
Q4 		– Sell
-341
Closed -$20K – 687
2018
Q3 		$20K Hold
341
– – ﹤0.01% 784
2018
Q2 		$21K Hold
341
– – ﹤0.01% 785
2018
Q1 		$22K Buy
+341
New +$22.5K ﹤0.01% 754

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