McClarren Financial 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
2025 Q2	–	Sell	-63	Closed	-$66K	–	254
2025 Q1	$66K	Buy	+63	New	+$3.98K	0.04%	124
2024 Q4	–	Sell	-67	Closed	-$68	–	293
2024 Q3	$68	Buy	67 +6	+10%	+$386	0.01%	110
2024 Q2	$62K	Sell	61 -943	-94%	-$59.1K	0.04%	132
2024 Q1	$64K	Hold	1,004	–	–	0.05%	129
2023 Q4	$62K	Buy	1,004 +14	+1%	+$800	0.05%	140
2023 Q3	$55K	Hold	990	–	–	0.05%	134
2023 Q2	$58K	Sell	990 -349	-26%	-$20.9K	0.05%	141
2023 Q1	$79K	Hold	1,339	–	–	0.07%	117
2022 Q4	$75K	Hold	1,339	–	–	0.07%	119
2022 Q3	$65K	Buy	+1,339	New	+$73.4K	0.06%	112
2022 Q2	–	Sell	-1,312	Closed	-$87K	–	222
2022 Q1	$87K	Hold	1,312	–	–	0.06%	94
2021 Q4	$96K	Buy	1,312 +27	+2%	+$2K	0.07%	104
2021 Q3	$95K	Hold	1,285	–	–	0.07%	81
2021 Q2	$95K	Sell	1,285 -122	-9%	-$9.16K	0.08%	79
2021 Q1	$101K	Hold	1,407	–	–	0.09%	76
2020 Q4	$96K	Buy	+1,407	New	+$88.8K	0.09%	76