OneDigital Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Sell |
|
|||||
|
2025
Q2 | $270K | Sell |
|
|||||
|
2025
Q1 | $245K | Sell |
|
|||||
|
2024
Q4 | $618K | Buy |
|
|||||
|
2024
Q3 | $620K | Buy |
|
|||||
|
2024
Q2 | $534K | Sell |
|
|||||
|
2024
Q1 | $634K | Buy |
|
|||||
|
2023
Q4 | $541K | Buy |
|
|||||
|
2023
Q3 | $422K | Buy |
|
|||||
|
2023
Q2 | $425K | Buy |
|
|||||
|
2023
Q1 | $423K | Buy |
|
|||||
|
2022
Q4 | $398K | Buy |
|
|||||
|
2022
Q3 | $258K | Sell |
|
|||||
|
2022
Q2 | $323K | Sell |
|
|||||
|
2022
Q1 | $449K | Buy |
|
|||||
|
2021
Q4 | $438K | Buy |
|
|||||
|
2021
Q3 | $439K | Sell |
|
|||||
|
2021
Q2 | $596K | Sell |
|
|||||
|
2021
Q1 | $1.47M | Buy |
|
|||||
|
2020
Q4 | $226K | Sell |
|
|||||
|
2020
Q3 | $210K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $25K | Hold |
|
|||||
|
2018
Q4 | $23K | Buy |
|