Diversified Portfolios Inc’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
2020 Q3	–	Sell	-4,095	Closed	-$220K	–	75
2020 Q2	$220K	Buy	+4,095	New	+$206K	0.11%	57
2020 Q1	–	Sell	-4,095	Closed	-$255K	–	64
2019 Q4	$255K	Sell	4,095 -496	-11%	-$29.8K	0.12%	53
2019 Q3	$263K	Hold	4,591	–	–	0.13%	48
2019 Q2	$264K	Hold	4,591	–	–	0.15%	42
2019 Q1	$264K	Hold	4,591	–	–	0.15%	47
2018 Q4	$238K	Buy	4,591 +315	+7%	+$17.6K	0.15%	45
2018 Q3	$266K	Hold	4,276	–	–	0.15%	42
2018 Q2	$268K	Hold	4,276	–	–	0.15%	39
2018 Q1	$279K	Hold	4,276	–	–	0.16%	39
2017 Q4	$276K	Hold	4,276	–	–	0.15%	43
2017 Q3	$265K	Hold	4,276	–	–	0.15%	45
2017 Q2	$247K	Hold	4,276	–	–	0.15%	40
2017 Q1	$232K	Sell	4,276 -1,281	-23%	-$67.3K	0.14%	43
2016 Q4	$277K	Buy	5,557 +1,281	+30%	+$64.6K	0.17%	36
2016 Q3	$224K	Hold	4,276	–	–	0.14%	39
2016 Q2	$206K	Hold	4,276	–	–	0.13%	49
2016 Q1	$213K	Sell	4,276 -1,199	-22%	-$56.4K	0.13%	48
2015 Q4	$273K	Sell	5,475 -508	-8%	-$25.4K	0.17%	36
2015 Q3	$286K	Hold	5,983	–	–	0.19%	39
2015 Q2	$308K	Sell	5,983 -97	-2%	-$5.06K	0.19%	35
2015 Q1	$301K	Sell	6,080 -598	-9%	-$28.9K	0.19%	37
2014 Q4	$312K	Buy	+6,678	New	+$315K	0.19%	57