SVA Wealth Management’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
2020
Q4
$390K Buy
2020
Q3
$322K Hold
2020
Q2
$293K Sell
2020
Q1
$353K Sell
2019
Q4
$512K Sell
2019
Q3
$480K Buy
2019
Q2
$472K Hold
2019
Q1
$472K Sell
2018
Q4
$514K Hold
2018
Q3
$617K Sell
2018
Q2
$809K Sell
2018
Q1
$884K Buy
2017
Q4
$903K Sell
2017
Q3
$884K Buy
2017
Q2
$811K Sell
2017
Q1
$801K Sell
2016
Q4
$914K Buy
2016
Q3
$675K Hold
2016
Q2
$622K Sell
2016
Q1
$679K Buy