Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $395K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $494K | Sell |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $582K | Buy |
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|
2021
Q2 | $557K | Sell |
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|
2021
Q1 | $550K | Buy |
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|
2020
Q4 | $313K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $803K | Sell |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.96M | Hold |
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|
2018
Q4 | $1.77M | Buy |
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