Morton Capital 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	$557K	Buy	7,666 +259	+3%	+$18.8K	0.1%	65
2025 Q1	$471K	Sell	7,407 -54	-0.7%	-$3.43K	0.09%	70
2024 Q4	$453K	Buy	7,461 +148	+2%	+$8.99K	0.09%	73
2024 Q3	$495K	Buy	+7,313	New	+$495K	0.1%	67