Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $529K | Sell |
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|
2019
Q3 | $566K | Sell |
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|
2019
Q2 | $572K | Sell |
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|
2019
Q1 | $573K | Buy |
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|
2018
Q4 | $453K | Buy |
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|
2018
Q3 | $375K | Sell |
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|
2018
Q2 | $390K | Sell |
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|
2018
Q1 | $439K | Buy |
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|
2017
Q4 | $396K | Sell |
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|
2017
Q3 | $386K | Hold |
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|
2017
Q2 | $360K | Sell |
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|
2017
Q1 | $344K | Buy |
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|
2016
Q4 | $281K | Buy |
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|
2016
Q3 | $237K | Buy |
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|
2016
Q2 | $205K | Sell |
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|
2016
Q1 | $226K | Sell |
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|
2015
Q4 | $235K | Buy |
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