Squire Investment Management Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
15,896
| – | – | 0.43% | 33 |
|
|
2025
Q1 | $1.01M | Sell |
15,896
-13,366
| -46% | -$849K | 0.42% | 34 |
|
|
2024
Q4 | $1.78M | Buy |
29,262
+6,828
| +30% | +$415K | 0.78% | 21 |
|
|
2024
Q3 | $1.52M | Buy |
22,434
+2,707
| +14% | +$183K | 0.72% | 23 |
|
|
2024
Q2 | $1.22M | Buy |
19,727
+2,187
| +12% | +$135K | 0.69% | 23 |
|
|
2024
Q1 | $1.11M | Buy |
17,540
+2,204
| +14% | +$140K | 0.7% | 22 |
|
|
2023
Q4 | $949K | Buy |
+15,336
| New | +$949K | 0.77% | 19 |
|