Laird Norton Wetherby Wealth Management’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
2025 Q3	$1.72M	Hold	22,397	–	–	0.07%	254
2025 Q2	$1.63M	Buy	+22,397	New	+$1.52M	0.07%	249
2024 Q4	$1.46M	Sell	24,078 -1,598	-6%	-$102K	0.07%	255
2024 Q3	$1.74M	Sell	25,676 -2,825	-10%	-$182K	0.08%	241
2024 Q2	$1.76M	Hold	28,501	–	–	0.08%	232
2024 Q1	$1.8M	Sell	28,501 -1,500	-5%	-$91.7K	0.09%	241
2023 Q4	$1.86M	Sell	30,001 -8,039	-21%	-$459K	0.1%	225
2023 Q3	$2.15M	Buy	38,040 +4,601	+14%	+$271K	0.12%	168
2023 Q2	$1.97M	Sell	33,439 -13,674	-29%	-$818K	0.11%	192
2023 Q1	$2.8M	Sell	47,113 -21,364	-31%	-$1.27M	0.16%	132
2022 Q4	$3.87M	Buy	68,477 +8,717	+15%	+$468K	0.25%	78
2022 Q3	$2.92M	Sell	59,760 -15,001	-20%	-$823K	0.21%	97
2022 Q2	$4.08M	Buy	74,761 +26,091	+54%	+$1.58M	0.28%	62
2022 Q1	$3.23M	Sell	48,670 -3,947	-8%	-$268K	0.19%	96
2021 Q4	$3.85M	Buy	52,617 +3,995	+8%	+$297K	0.22%	88
2021 Q3	$3.62M	Buy	48,622 +20,744	+74%	+$1.58M	0.22%	82
2021 Q2	$2.07M	Buy	27,878 +574	+2%	+$43.1K	0.13%	150
2021 Q1	$1.96M	Sell	27,304 -659	-2%	-$46.8K	0.15%	134
2020 Q4	$1.91M	Buy	27,963 +659	+2%	+$41.6K	0.13%	150
2020 Q3	$1.61M	Hold	27,304	–	–	0.14%	141
2020 Q2	$1.46M	Sell	27,304 -17,680	-39%	-$891K	0.14%	142
2020 Q1	$2.02M	Sell	44,984 -33,404	-43%	-$1.86M	0.23%	90
2019 Q4	$4.88M	Buy	78,388 +4,037	+5%	+$243K	0.48%	37
2019 Q3	$4.25M	Hold	74,351	–	–	0.44%	44
2019 Q2	$4.27M	Sell	74,351 -3,740	-5%	-$216K	0.47%	38
2019 Q1	$4.49M	Sell	78,091 -26,469	-25%	-$1.48M	0.56%	32
2018 Q4	$5.42M	Buy	+104,560	New	+$5.86M	0.77%	20