Partners in Financial Planning’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 | $3.71M | Buy |
50,997
+2,723
| +6% | +$198K | 0.68% | 22 |
|
|
2025
Q1 | $3.07M | Buy |
48,274
+10
| +0% | +$636 | 0.62% | 20 |
|
|
2024
Q4 | $2.93M | Buy |
48,264
+740
| +2% | +$45K | 0.6% | 21 |
|
|
2024
Q3 | $3.22M | Sell |
47,524
-20
| -0% | -$1.35K | 0.65% | 20 |
|
|
2024
Q2 | $2.93M | Sell |
47,544
-152
| -0.3% | -$9.37K | 0.64% | 22 |
|
|
2024
Q1 | $3.02M | Sell |
47,696
-1,609
| -3% | -$102K | 0.67% | 22 |
|
|
2023
Q4 | $3.05M | Sell |
49,305
-1,301
| -3% | -$80.5K | 0.72% | 19 |
|
|
2023
Q3 | $2.86M | Buy |
50,606
+675
| +1% | +$38.1K | 0.74% | 18 |
|
|
2023
Q2 | $2.94M | Sell |
49,931
-712
| -1% | -$42K | 0.75% | 19 |
|
|
2023
Q1 | $3.01M | Sell |
50,643
-18
| -0% | -$1.07K | 0.79% | 18 |
|
|
2022
Q4 | $2.88M | Buy |
50,661
+1,357
| +3% | +$77.1K | 0.8% | 21 |
|
|
2022
Q3 | $2.74M | Buy |
49,304
+808
| +2% | +$44.9K | 0.78% | 19 |
|
|
2022
Q2 | $2.67M | Buy |
48,496
+2,742
| +6% | +$151K | 0.85% | 17 |
|
|
2022
Q1 | $2.91M | Sell |
45,754
-795
| -2% | -$50.5K | 0.92% | 16 |
|
|
2021
Q4 | $3.18M | Sell |
46,549
-1,192
| -2% | -$81.4K | 0.97% | 16 |
|
|
2021
Q3 | $3.55M | Sell |
47,741
-2,061
| -4% | -$153K | 1.11% | 15 |
|
|
2021
Q2 | $3.69M | Buy |
+49,802
| New | +$3.69M | 1.16% | 14 |
|