Modern Wealth Management’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
2025 Q2	$206K	Sell	2,836 -752	-21%	-$54.7K	0.01%	730
2025 Q1	$228K	Sell	3,588 -893	-20%	-$56.7K	0.01%	611
2024 Q4	$272K	Sell	4,481 -2,839	-39%	-$172K	0.01%	480
2024 Q3	$496K	Sell	7,320 -1,075	-13%	-$72.8K	0.03%	254
2024 Q2	$517K	Buy	+8,395	New	+$517K	0.04%	215