RIA
Regal Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
24,119
-944
| -4% | -$68.6K | 0.13% | 166 |
|
|
2025
Q1 | $1.59M | Sell |
25,063
-23,483
| -48% | -$1.49M | 0.13% | 167 |
|
|
2024
Q4 | $2.95M | Buy |
48,546
+840
| +2% | +$51K | 0.22% | 121 |
|
|
2024
Q3 | $3.23M | Sell |
47,706
-1,177
| -2% | -$79.7K | 0.23% | 126 |
|
|
2024
Q2 | $3.01M | Buy |
48,883
+1,176
| +2% | +$72.5K | 0.2% | 134 |
|
|
2024
Q1 | $3.02M | Buy |
47,707
+1,834
| +4% | +$116K | 0.21% | 133 |
|
|
2023
Q4 | $2.84M | Buy |
45,873
+1,014
| +2% | +$62.8K | 0.21% | 127 |
|
|
2023
Q3 | $2.53M | Buy |
44,859
+248
| +0.6% | +$14K | 0.21% | 130 |
|
|
2023
Q2 | $2.63M | Sell |
44,611
-110
| -0.2% | -$6.49K | 0.22% | 118 |
|
|
2023
Q1 | $2.66M | Buy |
44,721
+786
| +2% | +$46.8K | 0.24% | 119 |
|
|
2022
Q4 | $2.48M | Buy |
43,935
+330
| +0.8% | +$18.6K | 0.24% | 109 |
|
|
2022
Q3 | $2.13M | Buy |
43,605
+847
| +2% | +$41.3K | 0.22% | 113 |
|
|
2022
Q2 | $2.33M | Buy |
42,758
+3,543
| +9% | +$193K | 0.24% | 109 |
|
|
2022
Q1 | $2.6M | Buy |
39,215
+1,505
| +4% | +$99.9K | 0.24% | 107 |
|
|
2021
Q4 | $2.76M | Buy |
37,710
+1,185
| +3% | +$86.6K | 0.24% | 101 |
|
|
2021
Q3 | $2.72M | Sell |
36,525
-689
| -2% | -$51.3K | 0.26% | 94 |
|
|
2021
Q2 | $2.76M | Buy |
+37,214
| New | +$2.76M | 0.28% | 89 |
|
|
2021
Q1 | – | Sell |
-39,734
| Closed | -$2.72M | – | 344 |
|
|
2020
Q4 | $2.72M | Buy |
+39,734
| New | +$2.72M | 0.31% | 83 |
|
|
2020
Q3 | – | Sell |
-40,952
| Closed | -$2.2M | – | 226 |
|
|
2020
Q2 | $2.2M | Buy |
+40,952
| New | +$2.2M | 0.4% | 65 |
|
|
2020
Q1 | – | Sell |
-35,402
| Closed | -$2.21M | – | 254 |
|
|
2019
Q4 | $2.21M | Buy |
35,402
+3,119
| +10% | +$194K | 0.4% | 79 |
|
|
2019
Q3 | $1.85M | Buy |
32,283
+7,544
| +30% | +$432K | 0.36% | 95 |
|
|
2019
Q2 | $1.42M | Buy |
24,739
+667
| +3% | +$38.3K | 0.28% | 115 |
|
|
2019
Q1 | $1.38M | Sell |
24,072
-417
| -2% | -$24K | 0.28% | 112 |
|
|
2018
Q4 | $1.27M | Sell |
24,489
-860
| -3% | -$44.6K | 0.28% | 106 |
|
|
2018
Q3 | $1.58M | Buy |
25,349
+7,842
| +45% | +$488K | 0.33% | 97 |
|
|
2018
Q2 | $1.1M | Sell |
17,507
-7,181
| -29% | -$450K | 0.33% | 99 |
|
|
2018
Q1 | $1.61M | Buy |
24,688
+6,346
| +35% | +$414K | 0.36% | 94 |
|
|
2017
Q4 | $1.18M | Buy |
18,342
+1,095
| +6% | +$70.6K | 0.26% | 108 |
|
|
2017
Q3 | $1.07M | Buy |
17,247
+1,416
| +9% | +$87.8K | 0.25% | 113 |
|
|
2017
Q2 | $916K | Buy |
15,831
+1,072
| +7% | +$62K | 0.23% | 119 |
|
|
2017
Q1 | $799K | Sell |
14,759
-72
| -0.5% | -$3.9K | 0.21% | 125 |
|
|
2016
Q4 | $739K | Buy |
14,831
+3,194
| +27% | +$159K | 0.2% | 129 |
|
|
2016
Q3 | $610K | Buy |
11,637
+1,588
| +16% | +$83.2K | 0.17% | 148 |
|
|
2016
Q2 | $485K | Buy |
10,049
+892
| +10% | +$43.1K | 0.13% | 161 |
|
|
2016
Q1 | $456K | Buy |
9,157
+620
| +7% | +$30.9K | 0.12% | 157 |
|
|
2015
Q4 | $426K | Sell |
8,537
-361
| -4% | -$18K | 0.11% | 165 |
|
|
2015
Q3 | $425K | Sell |
8,898
-1,461
| -14% | -$69.8K | 0.11% | 163 |
|
|
2015
Q2 | $528K | Sell |
10,359
-866
| -8% | -$44.1K | 0.14% | 150 |
|
|
2015
Q1 | $555K | Buy |
11,225
+726
| +7% | +$35.9K | 0.14% | 148 |
|
|
2014
Q4 | $490K | Sell |
10,499
-820
| -7% | -$38.3K | 0.13% | 145 |
|
|
2014
Q3 | $549K | Sell |
11,319
-151
| -1% | -$7.32K | 0.17% | 139 |
|
|
2014
Q2 | $607K | Sell |
11,470
-959
| -8% | -$50.8K | 0.22% | 115 |
|
|
2014
Q1 | $649K | Buy |
12,429
+457
| +4% | +$23.9K | 0.27% | 96 |
|
|
2013
Q4 | $610K | Buy |
11,972
+235
| +2% | +$12K | 0.35% | 93 |
|
|
2013
Q3 | $569K | Buy |
11,737
+297
| +3% | +$14.4K | 0.33% | 103 |
|
|
2013
Q2 | $485K | Buy |
+11,440
| New | +$485K | 0.27% | 108 |
|