Rice Partnership’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 | – | Sell |
-14
| Closed | -$889 | – | 178 |
|
|
2025
Q1 | $889 | Buy |
+14
| New | +$889 | ﹤0.01% | 152 |
|
|
2023
Q4 | – | Sell |
-52
| Closed | -$2.94K | – | 136 |
|
|
2023
Q3 | $2.94K | Hold |
52
| – | – | ﹤0.01% | 127 |
|
|
2023
Q2 | $3.07K | Buy |
+52
| New | +$3.07K | ﹤0.01% | 135 |
|
|
2021
Q4 | – | Sell |
-280
| Closed | -$21K | – | 151 |
|
|
2021
Q3 | $21K | Buy |
280
+169
| +152% | +$12.7K | 0.01% | 121 |
|
|
2021
Q2 | $8K | Buy |
+111
| New | +$8K | ﹤0.01% | 126 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$27K | – | 98 |
|
|
2020
Q1 | $27K | Buy |
+600
| New | +$27K | 0.02% | 83 |
|