Sigma Planning Corp’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Sigma Planning Corp’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$252K	Sell	3,215 -80	-2%	-$6.5K	0.01%	1118
2025 Q4	$255K	Buy	3,295 +117	+4%	+$8.97K	0.01%	1103
2025 Q3	$244K	Sell	3,178 -1,538	-33%	-$115K	0.01%	1126
2025 Q2	$343K	Buy	+4,716	New	+$319K	0.01%	945
2024 Q4	–	Sell	-6,538	Closed	-$443K	–	1249
2024 Q3	$443K	Sell	6,538 -869	-12%	-$55.9K	0.01%	787
2024 Q2	$457K	Buy	7,407 +9	+0.1%	+$564	0.01%	759
2024 Q1	$469K	Buy	7,398 +3,354	+83%	+$205K	0.01%	791
2023 Q4	$250K	Sell	4,044 -3,478	-46%	-$199K	0.02%	689
2023 Q3	$425K	Sell	7,522 -20,285	-73%	-$1.2M	0.02%	781
2023 Q2	$1.64M	Buy	27,807 +855	+3%	+$51.1K	0.06%	323
2023 Q1	$1.6M	Sell	26,952 -22,342	-45%	-$1.33M	0.05%	357
2022 Q4	$2.78M	Buy	49,294 +4,306	+10%	+$231K	0.1%	208
2022 Q3	$2.19M	Sell	44,988 -1,332	-3%	-$73K	0.08%	237
2022 Q2	$2.53M	Buy	46,320 +5,596	+14%	+$339K	0.09%	224
2022 Q1	$2.7M	Buy	40,724 +1,645	+4%	+$112K	0.08%	246
2021 Q4	$2.86M	Buy	39,079 +4,420	+13%	+$328K	0.08%	256
2021 Q3	$2.58M	Buy	34,659 +2,036	+6%	+$155K	0.08%	267
2021 Q2	$2.42M	Buy	32,623 +7,015	+27%	+$526K	0.07%	290
2021 Q1	$1.84M	Buy	25,608 +954	+4%	+$67.7K	0.06%	332
2020 Q4	$1.69M	Buy	24,654 +8,177	+50%	+$516K	0.06%	312
2020 Q3	$972K	Buy	16,477 +3,999	+32%	+$229K	0.04%	411
2020 Q2	$669K	Sell	12,478 -202	-2%	-$10.2K	0.03%	498
2020 Q1	$568K	Sell	12,680 -11,927	-48%	-$663K	0.03%	456
2019 Q4	$1.53M	Buy	24,607 +3,777	+18%	+$227K	0.07%	305
2019 Q3	$1.19M	Sell	20,830 -2,881	-12%	-$163K	0.06%	334
2019 Q2	$1.36M	Sell	23,711 -5,826	-20%	-$336K	0.07%	282
2019 Q1	$1.7M	Sell	29,537 -10,169	-26%	-$570K	0.1%	224
2018 Q4	$2.06M	Sell	39,706 -6,345	-14%	-$355K	0.15%	152
2018 Q3	$2.87M	Sell	46,051 -18,091	-28%	-$1.13M	0.17%	127
2018 Q2	$4.02M	Buy	64,142 +2,612	+4%	+$171K	0.27%	82
2018 Q1	$4.01M	Buy	61,530 +824	+1%	+$54.4K	0.3%	70
2017 Q4	$3.92M	Buy	60,706 +5,917	+11%	+$372K	0.3%	70
2017 Q3	$3.4M	Buy	54,789 +6,749	+14%	+$404K	0.28%	77
2017 Q2	$2.78M	Buy	48,040 +5,616	+13%	+$320K	0.26%	91
2017 Q1	$2.3M	Buy	42,424 +4,376	+12%	+$230K	0.22%	112
2016 Q4	$1.9M	Buy	38,048 +10,372	+37%	+$523K	0.21%	121
2016 Q3	$1.45M	Buy	27,676 +14,204	+105%	+$720K	0.17%	145
2016 Q2	$650K	Buy	13,472 +6,860	+104%	+$345K	0.09%	265
2016 Q1	$329K	Buy	6,612 +1,333	+25%	+$62.7K	0.05%	423
2015 Q4	$264K	Sell	5,279 -568	-10%	-$28.4K	0.04%	499
2015 Q3	$279K	Sell	5,847 -23,141	-80%	-$1.15M	0.04%	453
2015 Q2	$1.48M	Buy	28,988 +3,382	+13%	+$176K	0.2%	123
2015 Q1	$1.27M	Buy	25,606 +20,439	+396%	+$988K	0.17%	145
2014 Q4	$241K	Buy	+5,167	New	+$244K	0.03%	582