Summit Financial’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
Q2 | $743K | Sell |
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|
2025
Q1 | $706K | Buy |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $756K | Buy |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $418K | Buy |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $429K | Buy |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $457K | Buy |
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|
2021
Q1 | $294K | Buy |
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