United Capital Financial Advisors’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 | $782K | Buy |
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|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $264K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $634K | Sell |
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|
2023
Q2 | $734K | Sell |
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|
2023
Q1 | $860K | Sell |
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|
2022
Q4 | $871K | Sell |
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|
2022
Q3 | $944K | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $2.11M | Sell |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $1.82M | Sell |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $1.92M | Sell |
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|
2020
Q1 | $2.66M | Sell |
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|
2019
Q4 | $61.6M | Buy |
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|
2019
Q3 | $56.4M | Buy |
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|
2019
Q2 | $55.5M | Buy |
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|
2019
Q1 | $53.7M | Buy |
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|
2018
Q4 | $47M | Buy |
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|
2018
Q3 | $55.7M | Buy |
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|
2018
Q2 | $53.8M | Buy |
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|
2018
Q1 | $54.1M | Buy |
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|
2017
Q4 | $52.3M | Buy |
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|
2017
Q3 | $48.2M | Buy |
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|
2017
Q2 | $44.3M | Buy |
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|
2017
Q1 | $38.7M | Buy |
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|
2016
Q4 | $34.3M | Buy |
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|
2016
Q3 | $34.4M | Buy |
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|
2016
Q2 | $29.8M | Buy |
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|
2016
Q1 | $29.1M | Buy |
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|
2015
Q4 | $24.8M | Buy |
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|
2015
Q3 | $22.5M | Buy |
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|
2015
Q2 | $23.3M | Buy |
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|
2015
Q1 | $18.1M | Buy |
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|
2014
Q4 | $13.8M | Buy |
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|
2014
Q3 | $13.5M | Buy |
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|
2014
Q2 | $13.7M | Buy |
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|
2014
Q1 | $12.3M | Buy |
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|
2013
Q4 | $10.3M | Buy |
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|
2013
Q3 | $8.76M | Buy |
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|
2013
Q2 | $6.58M | Buy |
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