Toth Financial Advisory’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
Q4 | – | Sell |
-268
| Closed | -$20.6K | – | 978 |
|
|
2025
Q3 | $20.6K | Buy |
+268
| New | +$20.1K | ﹤0.01% | 468 |
|
|
2024
Q2 | – | Sell |
-259
| Closed | -$16.4K | – | 785 |
|
|
2024
Q1 | $16.4K | Sell |
259
-16
| -6% | -$979 | ﹤0.01% | 406 |
|
|
2023
Q4 | $17K | Buy |
275
+190
| +224% | +$10.9K | ﹤0.01% | 409 |
|
|
2023
Q3 | $4.8K | Hold |
85
| – | – | ﹤0.01% | 535 |
|
|
2023
Q2 | $5.01K | Hold |
85
| – | – | ﹤0.01% | 553 |
|
|
2023
Q1 | $5.06K | Hold |
85
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $4.8K | Hold |
85
| – | – | ﹤0.01% | 506 |
|
|
2022
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 581 |
|
|
2022
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 521 |
|
|
2022
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 524 |
|
|
2021
Q4 | $6K | Hold |
85
| – | – | ﹤0.01% | 548 |
|
|
2021
Q3 | $6K | Hold |
85
| – | – | ﹤0.01% | 544 |
|
|
2021
Q2 | $6K | Hold |
85
| – | – | ﹤0.01% | 498 |
|
|
2021
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 506 |
|
|
2020
Q4 | $6K | Buy |
+85
| New | +$5.36K | ﹤0.01% | 451 |
|
|
2020
Q2 | – | Sell |
-695
| Closed | -$31K | – | 602 |
|
|
2020
Q1 | $31K | Hold |
695
| – | – | 0.01% | 205 |
|
|
2019
Q4 | $43K | Hold |
695
| – | – | 0.01% | 218 |
|
|
2019
Q3 | $40K | Hold |
695
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $40K | Hold |
695
| – | – | 0.01% | 234 |
|
|
2019
Q1 | $40K | Hold |
695
| – | – | 0.01% | 226 |
|
|
2018
Q4 | $36K | Hold |
695
| – | – | 0.01% | 205 |
|
|
2018
Q3 | $43K | Buy |
695
+225
| +48% | +$14.1K | 0.01% | 211 |
|
|
2018
Q2 | $29K | Hold |
470
| – | – | 0.01% | 240 |
|
|
2018
Q1 | $31K | Hold |
470
| – | – | 0.01% | 235 |
|
|
2017
Q4 | $30K | Buy |
+470
| New | +$29.6K | 0.01% | 244 |
|
Other funds holding SCZ
