RFA
RTD Financial 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 | $12.6M | Sell |
173,755
-5,271
| -3% | -$383K | 1.62% | 21 |
|
|
2025
Q1 | $11.4M | Buy |
179,026
+10,160
| +6% | +$645K | 1.53% | 21 |
|
|
2024
Q4 | $10.3M | Buy |
168,866
+11,162
| +7% | +$678K | 1.32% | 23 |
|
|
2024
Q3 | $10.7M | Buy |
157,704
+5,337
| +4% | +$361K | 1.35% | 23 |
|
|
2024
Q2 | $9.39M | Buy |
152,367
+5,131
| +3% | +$316K | 1.26% | 22 |
|
|
2024
Q1 | $9.32M | Buy |
147,236
+3,003
| +2% | +$190K | 1.25% | 25 |
|
|
2023
Q4 | $8.93M | Sell |
144,233
-10,672
| -7% | -$661K | 1.25% | 25 |
|
|
2023
Q3 | $8.75M | Buy |
154,905
+2,879
| +2% | +$163K | 1.34% | 22 |
|
|
2023
Q2 | $8.97M | Buy |
152,026
+12,292
| +9% | +$725K | 1.3% | 22 |
|
|
2023
Q1 | $8.32M | Buy |
139,734
+4,574
| +3% | +$272K | 1.29% | 23 |
|
|
2022
Q4 | $7.63M | Sell |
135,160
-2,737
| -2% | -$155K | 1.24% | 24 |
|
|
2022
Q3 | $6.73M | Buy |
137,897
+8,203
| +6% | +$400K | 1.24% | 22 |
|
|
2022
Q2 | $7.08M | Buy |
129,694
+23,960
| +23% | +$1.31M | 1.09% | 28 |
|
|
2022
Q1 | $7.01M | Buy |
105,734
+1,467
| +1% | +$97.3K | 0.95% | 28 |
|
|
2021
Q4 | $7.62M | Buy |
+104,267
| New | +$7.62M | 1% | 24 |
|