Professional Financial Advisors’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 | $5.51M | Buy |
+75,772
| New | +$5.51M | 1.28% | 10 |
|
|
2023
Q3 | – | Sell |
-107,382
| Closed | -$6.33M | – | 94 |
|
|
2023
Q2 | $6.33M | Buy |
+107,382
| New | +$6.33M | 3.27% | 6 |
|
|
2023
Q1 | – | Sell |
-15,768
| Closed | -$891K | – | 78 |
|
|
2022
Q4 | $891K | Buy |
15,768
+15,690
| +20,115% | +$886K | 0.6% | 35 |
|
|
2022
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $4K | Sell |
78
-138
| -64% | -$7.08K | ﹤0.01% | 391 |
|
|
2022
Q1 | $14K | Sell |
216
-2,161
| -91% | -$140K | 0.01% | 276 |
|
|
2021
Q4 | $174K | Sell |
2,377
-125
| -5% | -$9.15K | 0.08% | 105 |
|
|
2021
Q3 | $186K | Sell |
2,502
-5
| -0.2% | -$372 | 0.11% | 85 |
|
|
2021
Q2 | $186K | Sell |
2,507
-141,577
| -98% | -$10.5M | 0.1% | 92 |
|
|
2021
Q1 | $10.4M | Buy |
144,084
+3,354
| +2% | +$241K | 6.43% | 5 |
|
|
2020
Q4 | $9.62M | Buy |
140,730
+3,194
| +2% | +$218K | 7.58% | 2 |
|
|
2020
Q3 | $7.83M | Buy |
+137,536
| New | +$7.83M | 7.3% | 2 |
|