SageView Advisory Group’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
$1.64M Sell
2025
Q2
$1.61M Buy
2025
Q1
$1.24M Sell
2024
Q4
$2.05M Buy
2024
Q3
$555K Sell
2024
Q2
$672K Buy
2024
Q1
Sell
2023
Q4
$797K Buy
2023
Q3
$552K Buy
2023
Q2
$529K Buy
2023
Q1
$469K Buy
2022
Q4
$436K Buy