Bedel Financial Consulting’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
2026 Q1	$831K	Sell	10,595 -100	-0.9%	-$8.13K	0.1%	120
2025 Q4	$829K	Buy	+10,695	New	+$820K	0.09%	122
2022 Q2	–	Sell	-67	Closed	-$4K	–	758
2022 Q1	$4K	Hold	67	–	–	﹤0.01%	806
2021 Q4	$5K	Hold	67	–	–	﹤0.01%	791
2021 Q3	$5K	Sell	67 -118	-64%	-$8.98K	﹤0.01%	782
2021 Q2	$14K	Buy	185 +1	+0.5%	+$75	﹤0.01%	615
2021 Q1	$13K	Sell	184 -9	-5%	-$639	0.01%	596
2020 Q4	$13K	Buy	193 +1	+0.5%	+$63	0.01%	519
2020 Q3	$11K	Buy	192 +67	+54%	+$3.84K	0.01%	508
2020 Q2	$7K	Buy	125 +2	+2%	+$101	﹤0.01%	540
2020 Q1	$6K	Hold	123	–	–	﹤0.01%	554
2019 Q4	$8K	Buy	123 +2	+2%	+$120	﹤0.01%	541
2019 Q3	$7K	Sell	121 -224	-65%	-$12.7K	﹤0.01%	534
2019 Q2	$20K	Buy	345 +2	+0.6%	+$115	0.01%	397
2019 Q1	$20K	Buy	343 +119	+53%	+$6.67K	0.01%	395
2018 Q4	$12K	Hold	224	–	–	0.01%	436
2018 Q3	$13K	Buy	+224	New	+$14K	0.01%	446