Narus Financial Partners’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 | $3.06M | Sell |
42,143
-4,233
| -9% | -$308K | 0.96% | 15 |
|
|
2025
Q1 | $2.95M | Sell |
46,376
-67
| -0.1% | -$4.26K | 1% | 18 |
|
|
2024
Q4 | $2.82M | Sell |
46,443
-514
| -1% | -$31.2K | 0.95% | 17 |
|
|
2024
Q3 | $3.18M | Buy |
46,957
+3,451
| +8% | +$234K | 1.14% | 12 |
|
|
2024
Q2 | $2.68M | Buy |
43,506
+48
| +0.1% | +$2.96K | 1.08% | 16 |
|
|
2024
Q1 | $2.75M | Buy |
43,458
+862
| +2% | +$54.6K | 1.17% | 16 |
|
|
2023
Q4 | $2.64M | Buy |
42,596
+867
| +2% | +$53.7K | 1.27% | 14 |
|
|
2023
Q3 | $2.36M | Buy |
41,729
+1,286
| +3% | +$72.6K | 1.21% | 16 |
|
|
2023
Q2 | $2.39M | Buy |
40,443
+1,093
| +3% | +$64.5K | 1.23% | 15 |
|
|
2023
Q1 | $2.34M | Buy |
39,350
+1,894
| +5% | +$113K | 1.27% | 14 |
|
|
2022
Q4 | $2.12M | Buy |
37,456
+5,231
| +16% | +$295K | 1.22% | 15 |
|
|
2022
Q3 | $1.57M | Buy |
32,225
+3,676
| +13% | +$179K | 0.99% | 18 |
|
|
2022
Q2 | $1.56M | Buy |
28,549
+11,989
| +72% | +$654K | 0.99% | 18 |
|
|
2022
Q1 | $1.1M | Buy |
+16,560
| New | +$1.1M | 0.61% | 28 |
|
|
2021
Q1 | $1.03M | Buy |
+14,372
| New | +$1.03M | 0.62% | 19 |
|
|
2019
Q4 | $693K | Buy |
11,129
+2,300
| +26% | +$143K | 0.49% | 22 |
|
|
2019
Q3 | $505K | Buy |
8,829
+93
| +1% | +$5.32K | 0.37% | 30 |
|
|
2019
Q2 | $501K | Buy |
+8,736
| New | +$501K | 0.39% | 29 |
|
|
2017
Q3 | $949K | Buy |
15,302
+11
| +0.1% | +$682 | 0.84% | 18 |
|
|
2017
Q2 | $884K | Buy |
15,291
+228
| +2% | +$13.2K | 0.82% | 16 |
|
|
2017
Q1 | $816K | Sell |
15,063
-800
| -5% | -$43.3K | 0.79% | 19 |
|
|
2016
Q4 | $791K | Buy |
+15,863
| New | +$791K | 0.83% | 19 |
|