Plante Moran Financial Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Plante Moran Financial Advisors’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-32	Closed	-$1.94K	–	946
2024 Q4	$1.94K	Buy	32 +26	+433%	+$1.58K	﹤0.01%	785
2024 Q3	$406	Hold	6	–	–	﹤0.01%	839
2024 Q2	$370	Sell	6 -175	-97%	-$10.8K	﹤0.01%	751
2024 Q1	$11.5K	Hold	181	–	–	﹤0.01%	583
2023 Q4	$11.2K	Hold	181	–	–	﹤0.01%	540
2023 Q3	$10.2K	Sell	181 -26	-13%	-$1.47K	﹤0.01%	530
2023 Q2	$12.2K	Sell	207 -79	-28%	-$4.66K	﹤0.01%	523
2023 Q1	$17K	Buy	+286	New	+$17K	﹤0.01%	482
2022 Q2	–	Sell	-141	Closed	-$9K	–	1057
2022 Q1	$9K	Hold	141	–	–	﹤0.01%	616
2021 Q4	$10K	Hold	141	–	–	﹤0.01%	689
2021 Q3	$10K	Hold	141	–	–	﹤0.01%	696
2021 Q2	$10K	Hold	141	–	–	﹤0.01%	683
2021 Q1	$10K	Hold	141	–	–	﹤0.01%	651
2020 Q4	$10K	Hold	141	–	–	﹤0.01%	628
2020 Q3	$8K	Hold	141	–	–	﹤0.01%	635
2020 Q2	$8K	Hold	141	–	–	﹤0.01%	544
2020 Q1	$6K	Hold	141	–	–	﹤0.01%	554
2019 Q4	$9K	Sell	141 -206	-59%	-$13.1K	﹤0.01%	557
2019 Q3	$20K	Buy	347 +206	+146%	+$11.9K	0.01%	502
2019 Q2	$8K	Sell	141 -189	-57%	-$10.7K	﹤0.01%	592
2019 Q1	$19K	Sell	330 -104	-24%	-$5.99K	0.01%	479
2018 Q4	$22K	Buy	434 +104	+32%	+$5.27K	0.01%	421
2018 Q3	$21K	Hold	330	–	–	0.01%	429
2018 Q2	$21K	Hold	330	–	–	0.01%	465
2018 Q1	$22K	Hold	330	–	–	0.01%	482
2017 Q4	$21K	Hold	330	–	–	0.01%	493
2017 Q3	$20K	Hold	330	–	–	0.01%	464
2017 Q2	$19K	Hold	330	–	–	0.01%	479
2017 Q1	$18K	Hold	330	–	–	0.01%	495
2016 Q4	$16K	Hold	330	–	–	0.01%	513
2016 Q3	$17K	Buy	330 +189	+134%	+$9.74K	0.01%	519
2016 Q2	$7K	Hold	141	–	–	0.01%	579
2016 Q1	$7K	Sell	141 -759	-84%	-$37.7K	0.01%	540
2015 Q4	$45K	Buy	900 +759	+538%	+$38K	0.03%	296
2015 Q3	$7K	Hold	141	–	–	0.01%	539
2015 Q2	$7K	Hold	141	–	–	0.01%	578
2015 Q1	$7K	Hold	141	–	–	﹤0.01%	575
2014 Q4	$7K	Hold	141	–	–	0.01%	610
2014 Q3	$7K	Hold	141	–	–	0.01%	626
2014 Q2	$7K	Buy	+141	New	+$7K	0.01%	618