Glass Jacobson 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	$28.6K	Hold	365	–	–	0.01%	373
2025 Q4	$28.3K	Sell	365 -57	-14%	-$4.37K	0.01%	371
2025 Q3	$32.4K	Hold	422	–	–	0.01%	344
2025 Q2	$30.7K	Buy	422 +6	+1%	+$406	0.01%	337
2025 Q1	$25.3K	Hold	416	–	–	0.01%	477
2024 Q4	$25.3K	Buy	416 +29	+7%	+$1.84K	0.01%	477
2024 Q3	$26.2K	Hold	387	–	–	0.01%	454
2024 Q2	$23.9K	Buy	387 +6	+2%	+$376	0.01%	453
2024 Q1	$24.2K	Sell	381 -3,242	-89%	-$198K	0.01%	456
2023 Q4	$224K	Sell	3,623 -1,591	-31%	-$90.9K	0.09%	189
2023 Q3	$294K	Sell	5,214 -327	-6%	-$19.3K	0.13%	162
2023 Q2	$327K	Buy	+5,541	New	+$331K	0.15%	158
2022 Q4	$399K	Buy	+7,071	New	+$380K	0.2%	138