KFA Private Wealth 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	$319K	Sell	4,067 -276	-6%	-$22.4K	0.08%	125
2025 Q4	$337K	Sell	4,343 -41	-0.9%	-$3.14K	0.08%	110
2025 Q3	$336K	Sell	4,384 -282	-6%	-$21.1K	0.1%	96
2025 Q2	$339K	Buy	4,666 +137	+3%	+$9.27K	0.11%	96
2025 Q1	$288K	Buy	4,529 +144	+3%	+$9.1K	0.1%	89
2024 Q4	$266K	Buy	4,385 +263	+6%	+$16.7K	0.11%	74
2024 Q3	$279K	Sell	4,122 -75	-2%	-$4.83K	0.13%	67
2024 Q2	$259K	Sell	4,197 -3,913	-48%	-$245K	0.13%	67
2024 Q1	$514K	Sell	8,110 -65	-0.8%	-$3.98K	0.16%	58
2023 Q4	$506K	Sell	8,175 -169	-2%	-$9.65K	0.18%	47
2023 Q3	$471K	Hold	8,344	–	–	0.2%	44
2023 Q2	$492K	Buy	8,344 +81	+1%	+$4.84K	0.2%	43
2023 Q1	$492K	Buy	8,263 +2,331	+39%	+$138K	0.22%	40
2022 Q4	$335K	Sell	5,932 -2,735	-32%	-$147K	0.17%	46
2022 Q3	$423K	Sell	8,667 -34	-0.4%	-$1.86K	0.23%	39
2022 Q2	$475K	Buy	8,701 +80	+0.9%	+$4.84K	0.26%	37
2022 Q1	$572K	Buy	8,621 +128	+2%	+$8.69K	0.29%	39
2021 Q4	$621K	Buy	8,493 +867	+11%	+$64.4K	0.31%	36
2021 Q3	$567K	Buy	7,626 +742	+11%	+$56.5K	0.31%	36
2021 Q2	$510K	Sell	6,884 -2,583	-27%	-$194K	0.28%	40
2021 Q1	$680K	Buy	9,467 +289	+3%	+$20.5K	0.4%	30
2020 Q4	$627K	Sell	9,178 -105	-1%	-$6.63K	0.4%	32
2020 Q3	$548K	Buy	9,283 +2,671	+40%	+$153K	0.41%	31
2020 Q2	$355K	Sell	6,612 -2,880	-30%	-$145K	0.34%	36
2020 Q1	$426K	Buy	9,492 +937	+11%	+$52.1K	0.5%	27
2019 Q4	$533K	Buy	+8,555	New	+$514K	0.49%	26