SAG
SageView Advisory Group’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 | $1.61M | Buy |
21,900
+2,426
| +12% | +$178K | 0.06% | 171 |
|
|
2025
Q1 | $1.24M | Sell |
19,474
-14,338
| -42% | -$911K | 0.05% | 199 |
|
|
2024
Q4 | $2.05M | Buy |
33,812
+25,619
| +313% | +$1.56M | 0.09% | 123 |
|
|
2024
Q3 | $555K | Sell |
8,193
-2,712
| -25% | -$184K | 0.03% | 288 |
|
|
2024
Q2 | $672K | Buy |
+10,905
| New | +$672K | 0.03% | 287 |
|
|
2024
Q1 | – | Sell |
-13,159
| Closed | -$797K | – | 784 |
|
|
2023
Q4 | $797K | Buy |
13,159
+3,386
| +35% | +$205K | 0.03% | 298 |
|
|
2023
Q3 | $552K | Buy |
9,773
+800
| +9% | +$45.2K | 0.03% | 319 |
|
|
2023
Q2 | $529K | Buy |
8,973
+1,097
| +14% | +$64.7K | 0.03% | 343 |
|
|
2023
Q1 | $469K | Buy |
7,876
+159
| +2% | +$9.46K | 0.03% | 320 |
|
|
2022
Q4 | $436K | Buy |
+7,717
| New | +$436K | 0.04% | 258 |
|