OCM
Objective Capital Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,422
| Closed | -$451K | – | 130 |
|
|
2024
Q4 | $451K | Buy |
7,422
+11
| +0.1% | +$668 | 0.3% | 69 |
|
|
2024
Q3 | $502K | Buy |
+7,411
| New | +$502K | 0.29% | 72 |
|
|
2024
Q1 | $473K | Sell |
7,476
-746
| -9% | -$47.2K | 0.32% | 69 |
|
|
2023
Q4 | $509K | Sell |
8,222
-944
| -10% | -$58.4K | 0.39% | 59 |
|
|
2023
Q3 | $518K | Sell |
9,166
-1,174
| -11% | -$66.3K | 0.46% | 50 |
|
|
2023
Q2 | $610K | Sell |
10,340
-557
| -5% | -$32.9K | 0.53% | 44 |
|
|
2023
Q1 | $648K | Hold |
10,897
| – | – | 0.59% | 43 |
|
|
2022
Q4 | $615K | Sell |
10,897
-784
| -7% | -$44.3K | 0.61% | 45 |
|
|
2022
Q3 | $570K | Buy |
11,681
+55
| +0.5% | +$2.68K | 0.61% | 41 |
|
|
2022
Q2 | $635K | Buy |
11,626
+75
| +0.6% | +$4.1K | 0.64% | 39 |
|
|
2022
Q1 | $766K | Buy |
11,551
+1
| +0% | +$66 | 0.59% | 38 |
|
|
2021
Q4 | $844K | Buy |
+11,550
| New | +$844K | 0.6% | 36 |
|