MSH Capital Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Sell |
64,391
-786
| -1% | -$57.1K | 1.35% | 17 |
|
|
2025
Q1 | $4.14M | Buy |
65,177
+1,114
| +2% | +$70.8K | 1.28% | 21 |
|
|
2024
Q4 | $3.89M | Sell |
64,063
-20,853
| -25% | -$1.27M | 1.23% | 20 |
|
|
2024
Q3 | $5.75M | Sell |
84,916
-185
| -0.2% | -$12.5K | 1.76% | 10 |
|
|
2024
Q2 | $5.25M | Buy |
85,101
+888
| +1% | +$54.7K | 1.75% | 10 |
|
|
2024
Q1 | $5.33M | Sell |
84,213
-154
| -0.2% | -$9.75K | 1.87% | 10 |
|
|
2023
Q4 | $5.22M | Sell |
84,367
-324
| -0.4% | -$20.1K | 1.95% | 9 |
|
|
2023
Q3 | $4.78M | Buy |
84,691
+4,886
| +6% | +$276K | 1.88% | 9 |
|
|
2023
Q2 | $4.71M | Buy |
79,805
+1,460
| +2% | +$86.1K | 1.72% | 10 |
|
|
2023
Q1 | $4.66M | Buy |
78,345
+1,497
| +2% | +$89.1K | 1.99% | 8 |
|
|
2022
Q4 | $4.34M | Sell |
76,848
-5,604
| -7% | -$317K | 1.96% | 10 |
|
|
2022
Q3 | $4.02M | Sell |
82,452
-56
| -0.1% | -$2.73K | 1.98% | 9 |
|
|
2022
Q2 | $4.5M | Sell |
82,508
-982
| -1% | -$53.6K | 2.09% | 8 |
|
|
2022
Q1 | $5.54M | Buy |
83,490
+6,533
| +8% | +$433K | 2.29% | 6 |
|
|
2021
Q4 | $5.62M | Buy |
+76,957
| New | +$5.62M | 2.52% | 5 |
|