Choate Investment Advisors’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 Q3	–	Sell	-428	Closed	-$31.1K	–	482
2025 Q2	$31.1K	Buy	+428	New	+$29K	﹤0.01%	451
2023 Q4	–	Sell	-428	Closed	-$24.2K	–	451
2023 Q3	$24.2K	Sell	428 -2,300	-84%	-$136K	﹤0.01%	414
2023 Q2	$161K	Buy	2,728 +2,300	+537%	+$138K	0.01%	288
2023 Q1	$25.5K	Hold	428	–	–	﹤0.01%	306
2022 Q4	$24.2K	Sell	428 -20	-4%	-$1.07K	﹤0.01%	316
2022 Q3	$22K	Buy	448 +20	+5%	+$1.1K	﹤0.01%	282
2022 Q2	$23K	Sell	428 -682	-61%	-$41.3K	﹤0.01%	296
2022 Q1	$74K	Hold	1,110	–	–	﹤0.01%	316
2021 Q4	$81K	Hold	1,110	–	–	﹤0.01%	303
2021 Q3	$83K	Hold	1,110	–	–	0.01%	272
2021 Q2	$82K	Buy	+1,110	New	+$83.3K	0.01%	286
2014 Q3	–	Sell	-24,122	Closed	-$1.28M	–	292
2014 Q2	$1.28M	Buy	24,122 +17,666	+274%	+$923K	0.07%	105
2014 Q1	$337K	Buy	6,456 +916	+17%	+$47K	0.02%	216
2013 Q4	$282K	Buy	5,540 +385	+7%	+$19.1K	0.02%	230
2013 Q3	$250K	Sell	5,155 -242	-4%	-$11.1K	0.02%	229
2013 Q2	$226K	Buy	+5,397	New	+$239K	0.02%	236