NFP Retirement Inc’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 | $5.97M | Buy |
+82,095
| New | +$5.97M | 0.39% | 49 |
|
|
2025
Q1 | – | Sell |
-3,447
| Closed | -$209K | – | 295 |
|
|
2024
Q4 | $209K | Buy |
3,447
+63
| +2% | +$3.83K | 0.02% | 272 |
|
|
2024
Q3 | $229K | Buy |
+3,384
| New | +$229K | 0.02% | 254 |
|
|
2024
Q2 | – | Sell |
-3,170
| Closed | -$201K | – | 288 |
|
|
2024
Q1 | $201K | Buy |
+3,170
| New | +$201K | 0.02% | 270 |
|
|
2023
Q1 | – | Sell |
-4,171
| Closed | -$236K | – | 250 |
|
|
2022
Q4 | $236K | Hold |
4,171
| – | – | 0.05% | 213 |
|
|
2022
Q3 | $203K | Buy |
4,171
+219
| +6% | +$10.7K | 0.05% | 210 |
|
|
2022
Q2 | $216K | Buy |
+3,952
| New | +$216K | 0.05% | 213 |
|