GHP 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
2026 Q1	$223K	Hold	2,850	–	–	0.01%	380
2025 Q4	$221K	Hold	2,850	–	–	0.01%	381
2025 Q3	$219K	Hold	2,850	–	–	0.01%	374
2025 Q2	$207K	Hold	2,850	–	–	0.01%	376
2025 Q1	$181K	Hold	2,850	–	–	0.01%	386
2024 Q4	$173K	Hold	2,850	–	–	0.01%	386
2024 Q3	$193K	Sell	2,850 -95	-3%	-$6.11K	0.01%	385
2024 Q2	$182K	Buy	2,945 +95	+3%	+$5.96K	0.01%	379
2024 Q1	$180K	Hold	2,850	–	–	0.01%	384
2023 Q4	$176K	Hold	2,850	–	–	0.01%	382
2023 Q3	$156K	Hold	2,850	–	–	0.01%	385
2023 Q2	$170K	Hold	2,850	–	–	0.01%	385
2023 Q1	$170K	Hold	2,850	–	–	0.01%	388
2022 Q4	$161K	Sell	2,850 -1,050	-27%	-$56.4K	0.01%	385
2022 Q3	$190K	Buy	3,900 +1,050	+37%	+$57.6K	0.01%	361
2022 Q2	$156K	Hold	2,850	–	–	0.01%	374
2022 Q1	$189K	Sell	2,850 -19	-0.7%	-$1.29K	0.01%	363
2021 Q4	$210K	Buy	2,869 +19	+0.7%	+$1.41K	0.01%	311
2021 Q3	$212K	Buy	+2,850	New	+$217K	0.02%	294