EverSource Wealth 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
2026 Q1	$46.9K	Buy	598 +100	+20%	+$8.13K	﹤0.01%	1936
2025 Q4	$38.6K	Hold	498	–	–	﹤0.01%	1932
2025 Q3	$38.2K	Hold	498	–	–	﹤0.01%	1905
2025 Q2	$36.2K	Sell	498 -661	-57%	-$44.7K	﹤0.01%	1841
2025 Q1	$73.6K	Sell	1,159 -224	-16%	-$14.2K	﹤0.01%	1045
2024 Q4	$84K	Buy	1,383 +640	+86%	+$40.7K	﹤0.01%	963
2024 Q3	$50.3K	Sell	743 -162	-18%	-$10.4K	﹤0.01%	1069
2024 Q2	$58.6K	Buy	905 +275	+44%	+$17.2K	﹤0.01%	1014
2024 Q1	$38.6K	Buy	630 +600	+2,000%	+$36.7K	﹤0.01%	1084
2023 Q4	$1.86K	Hold	30	–	–	﹤0.01%	2192
2023 Q3	$1.69K	Buy	+30	New	+$1.77K	﹤0.01%	2063
2022 Q2	–	Sell	-173	Closed	-$11K	–	1870
2022 Q1	$11K	Sell	173 -2,058	-92%	-$140K	﹤0.01%	947
2021 Q4	$163K	Buy	+2,231	New	+$166K	0.05%	254