Valeo 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 | $390K | Sell |
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|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $343K | Sell |
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|
2024
Q3 | $501K | Buy |
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|
2024
Q2 | $349K | Buy |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $423K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $370K | Sell |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $7.83M | Sell |
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|
2020
Q4 | $7.45M | Buy |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $211K | Buy |
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|
2020
Q1 | $174K | Buy |
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|
2019
Q4 | $223K | Buy |
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|
2019
Q3 | $201K | Buy |
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|
2019
Q2 | $202K | Buy |
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|
2019
Q1 | $197K | Hold |
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|
2018
Q4 | $178K | Buy |
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|
2018
Q3 | $174K | Hold |
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|
2018
Q2 | $189K | Buy |
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|
2018
Q1 | $35K | Buy |
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|
2017
Q4 | $3K | Buy |
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|
2017
Q3 | $1K | Buy |
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