WhitTier Trust Company’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.1K | Hold |
222
| – | – | ﹤0.01% | 1047 |
|
2025
Q1 | $14.1K | Sell |
222
-56
| -20% | -$3.56K | ﹤0.01% | 1055 |
|
2024
Q4 | $16.9K | Hold |
278
| – | – | ﹤0.01% | 976 |
|
2024
Q3 | $18.8K | Hold |
278
| – | – | ﹤0.01% | 942 |
|
2024
Q2 | $17.1K | Hold |
278
| – | – | ﹤0.01% | 919 |
|
2024
Q1 | $17.6K | Hold |
278
| – | – | ﹤0.01% | 872 |
|
2023
Q4 | $17.2K | Hold |
278
| – | – | ﹤0.01% | 867 |
|
2023
Q3 | $15.7K | Hold |
278
| – | – | ﹤0.01% | 859 |
|
2023
Q2 | $16.4K | Sell |
278
-680
| -71% | -$40.1K | ﹤0.01% | 893 |
|
2023
Q1 | $57K | Buy |
958
+680
| +245% | +$40.5K | ﹤0.01% | 641 |
|
2022
Q4 | $15.7K | Hold |
278
| – | – | ﹤0.01% | 879 |
|
2022
Q3 | $14K | Hold |
278
| – | – | ﹤0.01% | 865 |
|
2022
Q2 | $15K | Hold |
278
| – | – | ﹤0.01% | 859 |
|
2022
Q1 | $18K | Hold |
278
| – | – | ﹤0.01% | 830 |
|
2021
Q4 | $20K | Hold |
278
| – | – | ﹤0.01% | 809 |
|
2021
Q3 | $21K | Buy |
278
+56
| +25% | +$4.23K | ﹤0.01% | 823 |
|
2021
Q2 | $16K | Hold |
222
| – | – | ﹤0.01% | 820 |
|
2021
Q1 | $16K | Hold |
222
| – | – | ﹤0.01% | 805 |
|
2020
Q4 | $15K | Hold |
222
| – | – | ﹤0.01% | 792 |
|
2020
Q3 | $13K | Hold |
222
| – | – | ﹤0.01% | 792 |
|
2020
Q2 | $12K | Hold |
222
| – | – | ﹤0.01% | 774 |
|
2020
Q1 | $10K | Hold |
222
| – | – | ﹤0.01% | 786 |
|
2019
Q4 | $14K | Hold |
222
| – | – | ﹤0.01% | 798 |
|
2019
Q3 | $13K | Hold |
222
| – | – | ﹤0.01% | 793 |
|
2019
Q2 | $13K | Hold |
222
| – | – | ﹤0.01% | 791 |
|
2019
Q1 | $13K | Hold |
222
| – | – | ﹤0.01% | 790 |
|
2018
Q4 | $12K | Hold |
222
| – | – | ﹤0.01% | 809 |
|
2018
Q3 | $14K | Hold |
222
| – | – | ﹤0.01% | 789 |
|
2018
Q2 | $14K | Hold |
222
| – | – | ﹤0.01% | 789 |
|
2018
Q1 | $14K | Hold |
222
| – | – | ﹤0.01% | 795 |
|
2017
Q4 | $14K | Hold |
222
| – | – | ﹤0.01% | 766 |
|
2017
Q3 | $14K | Hold |
222
| – | – | ﹤0.01% | 752 |
|
2017
Q2 | $13K | Hold |
222
| – | – | ﹤0.01% | 738 |
|
2017
Q1 | $12K | Hold |
222
| – | – | ﹤0.01% | 744 |
|
2016
Q4 | $11K | Hold |
222
| – | – | ﹤0.01% | 759 |
|
2016
Q3 | $12K | Hold |
222
| – | – | ﹤0.01% | 748 |
|
2016
Q2 | $11K | Buy |
+222
| New | +$11K | ﹤0.01% | 762 |
|