Sequoia Financial 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
Q3 | $1.31M | Buy |
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|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $600K | Sell |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $637K | Sell |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $1.16M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $10.4M | Buy |
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|
2022
Q1 | $12.1M | Buy |
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|
2021
Q4 | $10.8M | Buy |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $7.55M | Buy |
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|
2021
Q1 | $4.99M | Buy |
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|
2020
Q4 | $3.57M | Buy |
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|
2020
Q3 | $2.25M | Buy |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.34M | Sell |
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|
2019
Q3 | $1.25M | Sell |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $2.99M | Buy |
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|
2018
Q4 | $1.01M | Sell |
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|
2018
Q3 | $1.48M | Buy |
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|
2018
Q2 | $1.46M | Sell |
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|
2018
Q1 | $1.57M | Buy |
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|
2017
Q4 | $1.22M | Buy |
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|
2017
Q3 | $807K | Buy |
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|
2017
Q2 | $724K | Buy |
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|
2017
Q1 | $566K | Buy |
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|
2016
Q4 | $423K | Buy |
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|
2016
Q3 | $367K | Buy |
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|
2016
Q2 | $201K | Buy |
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