Polaris Wealth Advisory Group’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 | $3.46M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $11.2M | Buy |
|
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|
2021
Q4 | $8.68M | Sell |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $8.86M | Sell |
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|
2021
Q1 | $12.7M | Sell |
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|
2020
Q4 | $12.5M | Sell |
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|
2020
Q3 | $11M | Sell |
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|
2020
Q2 | $12.3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $575K | Buy |
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