KMS Financial Services’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$272K Buy
5,617
+244
+5% +$11.8K 0.04% 397
2014
Q2
$284K Buy
5,373
+699
+15% +$36.9K 0.04% 400
2014
Q1
$244K Buy
+4,674
New +$244K 0.04% 429