Atria Wealth Solutions’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 Q2	$823K	Buy	11,324 +157	+1%	+$10.6K	0.02%	722
2025 Q1	$709K	Sell	11,167 -8	-0.1%	-$505	0.01%	1026
2024 Q4	$679K	Sell	11,175 -71	-0.6%	-$4.52K	0.01%	1097
2024 Q3	$761K	Sell	11,246 -5,197	-32%	-$334K	0.01%	1035
2024 Q2	$1.01M	Sell	16,443 -3,436	-17%	-$215K	0.01%	897
2024 Q1	$1.26M	Buy	19,879 +1,152	+6%	+$70.5K	0.01%	815
2023 Q4	$1.16M	Sell	18,727 -3,067	-14%	-$175K	0.01%	806
2023 Q3	$1.23M	Sell	21,794 -3,545	-14%	-$209K	0.02%	723
2023 Q2	$1.49M	Sell	25,339 -21,064	-45%	-$1.26M	0.02%	680
2023 Q1	$2.76M	Sell	46,403 -3,792	-8%	-$225K	0.04%	432
2022 Q4	$2.84M	Sell	50,195 -71	-0.1%	-$3.81K	0.05%	398
2022 Q3	$2.45M	Buy	50,266 +8,702	+21%	+$477K	0.04%	411
2022 Q2	$2.27M	Buy	41,564 +22,130	+114%	+$1.34M	0.05%	399
2022 Q1	$1.29M	Buy	+19,434	New	+$1.32M	0.02%	624