JDM Financial Group’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	$68.6K	Hold	875	–	–	0.03%	94
2025 Q4	$67.8K	Hold	875	–	–	0.03%	92
2025 Q3	$67.1K	Sell	875 -55	-6%	-$4.12K	0.03%	86
2025 Q2	$67.6K	Buy	930 +1	+0.1%	+$68	0.03%	79
2025 Q1	$59K	Hold	929	–	–	0.03%	79
2024 Q4	$56.5K	Buy	929 +1	+0.1%	+$64	0.03%	81
2024 Q3	$62.8K	Sell	928 -861	-48%	-$55.4K	0.03%	75
2024 Q2	$110K	Sell	1,789 -305	-15%	-$19.1K	0.07%	55
2024 Q1	$133K	Hold	2,094	–	–	0.1%	45
2023 Q4	$130K	Buy	2,094 +13	+0.6%	+$743	0.11%	44
2023 Q3	$117K	Hold	2,081	–	–	0.11%	44
2023 Q2	$123K	Buy	2,081 +20	+1%	+$1.2K	0.11%	46
2023 Q1	$123K	Sell	2,061 -815	-28%	-$48.4K	0.11%	46
2022 Q4	$162K	Buy	+2,876	New	+$154K	0.16%	38