RPGK
Retirement Planning Group (Kansas)’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 | $744K | Sell |
10,238
-611
| -6% | -$44.4K | 0.03% | 178 |
|
|
2025
Q1 | $689K | Sell |
10,849
-7,724
| -42% | -$491K | 0.03% | 172 |
|
|
2024
Q4 | $1.13M | Sell |
18,573
-21,991
| -54% | -$1.34M | 0.06% | 118 |
|
|
2024
Q3 | $2.75M | Buy |
+40,564
| New | +$2.75M | 0.15% | 72 |
|
|
2015
Q2 | – | Sell |
-4,452
| Closed | -$220K | – | 62 |
|
|
2015
Q1 | $220K | Sell |
4,452
-1,472
| -25% | -$72.7K | 0.09% | 59 |
|
|
2014
Q4 | $277K | Sell |
5,924
-2,753
| -32% | -$129K | 0.09% | 53 |
|
|
2014
Q3 | $421K | Sell |
8,677
-3,742
| -30% | -$182K | 0.13% | 48 |
|
|
2014
Q2 | $657K | Sell |
12,419
-487
| -4% | -$25.8K | 0.2% | 42 |
|
|
2014
Q1 | $674K | Sell |
12,906
-1,019
| -7% | -$53.2K | 0.22% | 41 |
|
|
2013
Q4 | $710K | Sell |
13,925
-20,995
| -60% | -$1.07M | 0.25% | 38 |
|
|
2013
Q3 | $1.69M | Buy |
34,920
+1,114
| +3% | +$54K | 0.61% | 31 |
|
|
2013
Q2 | $1.42M | Buy |
+33,806
| New | +$1.42M | 0.58% | 35 |
|