Annis Gardner Whiting Capital Advisors’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	$153K	Sell	2,111 -470	-18%	-$34.2K	0.05%	241
2025 Q1	$164K	Sell	2,581 -2,056	-44%	-$131K	0.07%	205
2024 Q4	$282K	Buy	+4,637	New	+$282K	0.08%	182
2023 Q4	–	Sell	-127	Closed	-$7.17K	–	721
2023 Q3	$7.17K	Buy	+127	New	+$7.17K	﹤0.01%	494