Peak Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $402K | Buy |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $399K | Sell |
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|
2019
Q4 | $570K | Buy |
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|
2019
Q3 | $513K | Buy |
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|
2019
Q2 | $491K | Sell |
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|
2019
Q1 | $493K | Buy |
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|
2018
Q4 | $421K | Buy |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $248K | Buy |
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|
2018
Q1 | $220K | Buy |
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