Sage Mountain Advisors’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
Q2 | $151K | Hold |
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|
2025
Q1 | $132K | Hold |
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|
2024
Q4 | $126K | Hold |
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|
2024
Q3 | $141K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $129K | Sell |
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|
2023
Q3 | $120K | Hold |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $126K | Sell |
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|
2022
Q4 | $148K | Sell |
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|
2022
Q3 | $151K | Sell |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $297K | Sell |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $347K | Buy |
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