Truepoint Inc’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
Q3 | $948K | Sell |
|
|||||
|
2025
Q2 | $974K | Hold |
|
|||||
|
2025
Q1 | $851K | Hold |
|
|||||
|
2024
Q4 | $814K | Buy |
|
|||||
|
2024
Q3 | $888K | Hold |
|
|||||
|
2024
Q2 | $808K | Hold |
|
|||||
|
2024
Q1 | $831K | Hold |
|
|||||
|
2023
Q4 | $812K | Hold |
|
|||||
|
2023
Q3 | $741K | Hold |
|
|||||
|
2023
Q2 | $774K | Sell |
|
|||||
|
2023
Q1 | $781K | Hold |
|
|||||
|
2022
Q4 | $741K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $650K | Hold |
|
|||||
|
2019
Q3 | $597K | Sell |
|
|||||
|
2019
Q2 | $606K | Hold |
|
|||||
|
2019
Q1 | $607K | Buy |
|
|||||
|
2018
Q4 | $541K | Buy |
|
|||||
|
2018
Q3 | $533K | Sell |
|
|||||
|
2018
Q2 | $548K | Buy |
|
|||||
|
2018
Q1 | $9.17K | Sell |
|
|||||
|
2017
Q4 | $584K | Buy |
|
|||||
|
2017
Q3 | $554K | Buy |
|
|||||
|
2017
Q2 | $530K | Buy |
|
|||||
|
2017
Q1 | $376K | Hold |
|
|||||
|
2016
Q4 | $363K | Sell |
|
|||||
|
2016
Q3 | $539K | Sell |
|
|||||
|
2016
Q2 | $544K | Buy |
|
|||||
|
2016
Q1 | $552K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $1.21M | Buy |
|