Tobias Financial Advisors’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 | $983K | Sell |
13,524
-60
| -0.4% | -$4.36K | 0.17% | 66 |
|
|
2025
Q1 | $863K | Sell |
13,584
-63
| -0.5% | -$4K | 0.17% | 60 |
|
|
2024
Q4 | $829K | Sell |
13,647
-77
| -0.6% | -$4.68K | 0.17% | 56 |
|
|
2024
Q3 | $929K | Sell |
13,724
-146
| -1% | -$9.88K | 0.19% | 52 |
|
|
2024
Q2 | $855K | Sell |
13,870
-4
| -0% | -$247 | 0.18% | 52 |
|
|
2024
Q1 | $879K | Hold |
13,874
| – | – | 0.2% | 53 |
|
|
2023
Q4 | $859K | Buy |
13,874
+35
| +0.3% | +$2.17K | 0.21% | 52 |
|
|
2023
Q3 | $781K | Sell |
13,839
-329
| -2% | -$18.6K | 0.21% | 58 |
|
|
2023
Q2 | $836K | Sell |
14,168
-81
| -0.6% | -$4.78K | 0.23% | 54 |
|
|
2023
Q1 | $848K | Sell |
14,249
-584
| -4% | -$34.8K | 0.25% | 53 |
|
|
2022
Q4 | $838K | Sell |
14,833
-1
| -0% | -$56 | 0.28% | 54 |
|
|
2022
Q3 | $724K | Sell |
14,834
-2,353
| -14% | -$115K | 0.26% | 55 |
|
|
2022
Q2 | $938K | Sell |
17,187
-1,973
| -10% | -$108K | 0.32% | 49 |
|
|
2022
Q1 | $1.27M | Buy |
+19,160
| New | +$1.27M | 0.44% | 43 |
|
|
2021
Q4 | – | Sell |
-19,199
| Closed | -$1.43M | – | 106 |
|
|
2021
Q3 | $1.43M | Sell |
19,199
-499
| -3% | -$37.1K | 0.53% | 36 |
|
|
2021
Q2 | $1.46M | Sell |
19,698
-127
| -0.6% | -$9.42K | 0.58% | 37 |
|
|
2021
Q1 | $1.42M | Sell |
19,825
-2,045
| -9% | -$147K | 0.6% | 36 |
|
|
2020
Q4 | $1.5M | Sell |
21,870
-1,589
| -7% | -$109K | 0.68% | 33 |
|
|
2020
Q3 | $1.38M | Sell |
23,459
-1,636
| -7% | -$96.5K | 0.76% | 30 |
|
|
2020
Q2 | $1.35M | Sell |
25,095
-48,754
| -66% | -$2.61M | 0.79% | 29 |
|
|
2020
Q1 | $3.31M | Buy |
73,849
+1,652
| +2% | +$74.1K | 2.39% | 11 |
|
|
2019
Q4 | $4.5M | Buy |
+72,197
| New | +$4.5M | 2.88% | 8 |
|