Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25K | Sell |
16
-35
| -69% | -$2.85K | ﹤0.01% | 660 |
|
|
2025
Q4 | $3.95K | Buy |
+51
| New | +$3.91K | ﹤0.01% | 659 |
|
|
2025
Q1 | – | Sell |
-32
| Closed | -$1.94K | – | 946 |
|
|
2024
Q4 | $1.94K | Buy |
32
+26
| +433% | +$1.65K | ﹤0.01% | 785 |
|
|
2024
Q3 | $406 | Hold |
6
| – | – | ﹤0.01% | 839 |
|
|
2024
Q2 | $370 | Sell |
6
-175
| -97% | -$11K | ﹤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% | -$1.53K | ﹤0.01% | 530 |
|
|
2023
Q2 | $12.2K | Sell |
207
-79
| -28% | -$4.72K | ﹤0.01% | 523 |
|
|
2023
Q1 | $17K | Buy |
+286
| New | +$17K | ﹤0.01% | 482 |
|
|
2022
Q2 | – | Sell |
-141
| Closed | -$9K | – | 1060 |
|
|
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% | 636 |
|
|
2020
Q2 | $8K | Hold |
141
| – | – | ﹤0.01% | 545 |
|
|
2020
Q1 | $6K | Hold |
141
| – | – | ﹤0.01% | 555 |
|
|
2019
Q4 | $9K | Sell |
141
-206
| -59% | -$12.4K | ﹤0.01% | 558 |
|
|
2019
Q3 | $20K | Buy |
347
+206
| +146% | +$11.6K | 0.01% | 502 |
|
|
2019
Q2 | $8K | Sell |
141
-189
| -57% | -$10.9K | ﹤0.01% | 594 |
|
|
2019
Q1 | $19K | Sell |
330
-104
| -24% | -$5.83K | 0.01% | 481 |
|
|
2018
Q4 | $22K | Buy |
434
+104
| +32% | +$5.82K | 0.01% | 423 |
|
|
2018
Q3 | $21K | Hold |
330
| – | – | 0.01% | 431 |
|
|
2018
Q2 | $21K | Hold |
330
| – | – | 0.01% | 467 |
|
|
2018
Q1 | $22K | Hold |
330
| – | – | 0.01% | 484 |
|
|
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% | 496 |
|
|
2016
Q4 | $16K | Hold |
330
| – | – | 0.01% | 514 |
|
|
2016
Q3 | $17K | Buy |
330
+189
| +134% | +$9.58K | 0.01% | 520 |
|
|
2016
Q2 | $7K | Hold |
141
| – | – | 0.01% | 580 |
|
|
2016
Q1 | $7K | Sell |
141
-759
| -84% | -$35.7K | 0.01% | 540 |
|
|
2015
Q4 | $45K | Buy |
900
+759
| +538% | +$37.9K | 0.03% | 296 |
|
|
2015
Q3 | $7K | Hold |
141
| – | – | 0.01% | 540 |
|
|
2015
Q2 | $7K | Hold |
141
| – | – | 0.01% | 579 |
|
|
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 | +$7.37K | 0.01% | 618 |
|
Other funds holding SCZ
TWIM
TCIIS
