Orin Green Financial’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 | – | Sell |
-3,479
| Closed | -$224K | – | 81 |
|
|
2025
Q1 | $224K | Buy |
+3,479
| New | +$224K | 0.11% | 66 |
|
|
2024
Q4 | – | Sell |
-3,479
| Closed | -$236K | – | 71 |
|
|
2024
Q3 | $236K | Hold |
3,479
| – | – | 0.1% | 72 |
|
|
2024
Q2 | $214K | Buy |
+3,479
| New | +$214K | 0.1% | 68 |
|
|
2024
Q1 | – | Sell |
-3,479
| Closed | -$215K | – | 70 |
|
|
2023
Q4 | $215K | Buy |
+3,479
| New | +$215K | 0.11% | 70 |
|
|
2023
Q3 | – | Sell |
-3,479
| Closed | -$205K | – | 79 |
|
|
2023
Q2 | $205K | Hold |
3,479
| – | – | 0.11% | 63 |
|
|
2023
Q1 | $207K | Sell |
3,479
-1,876
| -35% | -$112K | 0.11% | 63 |
|
|
2022
Q4 | $302K | Hold |
5,355
| – | – | 0.18% | 53 |
|
|
2022
Q3 | $261K | Hold |
5,355
| – | – | 0.17% | 54 |
|
|
2022
Q2 | $286K | Hold |
5,355
| – | – | 0.18% | 54 |
|
|
2022
Q1 | $355K | Hold |
5,355
| – | – | 0.23% | 51 |
|
|
2021
Q4 | $371K | Hold |
5,355
| – | – | 0.27% | 43 |
|
|
2021
Q3 | $398K | Hold |
5,355
| – | – | 0.28% | 47 |
|
|
2021
Q2 | $397K | Hold |
5,355
| – | – | 0.28% | 47 |
|
|
2021
Q1 | $385K | Hold |
5,355
| – | – | 0.31% | 45 |
|
|
2020
Q4 | $366K | Buy |
+5,355
| New | +$366K | 0.29% | 45 |
|