MSH Capital 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
2026 Q1	$5.03M	Buy	64,179 +444	+0.7%	+$36.1K	1.07%	20
2025 Q4	$4.94M	Buy	63,735 +252	+0.4%	+$19.3K	1.06%	18
2025 Q3	$4.87M	Sell	63,483 -908	-1%	-$67.9K	1.31%	18
2025 Q2	$4.68M	Sell	64,391 -786	-1%	-$53.2K	1.35%	17
2025 Q1	$4.14M	Buy	65,177 +1,114	+2%	+$70.4K	1.28%	21
2024 Q4	$3.89M	Sell	64,063 -20,853	-25%	-$1.33M	1.23%	20
2024 Q3	$5.75M	Sell	84,916 -185	-0.2%	-$11.9K	1.76%	10
2024 Q2	$5.25M	Buy	85,101 +888	+1%	+$55.7K	1.75%	10
2024 Q1	$5.33M	Sell	84,213 -154	-0.2%	-$9.42K	1.87%	10
2023 Q4	$5.22M	Sell	84,367 -324	-0.4%	-$18.5K	1.95%	9
2023 Q3	$4.78M	Buy	84,691 +4,886	+6%	+$288K	1.88%	9
2023 Q2	$4.71M	Buy	79,805 +1,460	+2%	+$87.3K	1.72%	10
2023 Q1	$4.66M	Buy	78,345 +1,497	+2%	+$88.9K	1.99%	8
2022 Q4	$4.34M	Sell	76,848 -5,604	-7%	-$301K	1.96%	10
2022 Q3	$4.02M	Sell	82,452 -56	-0.1%	-$3.07K	1.98%	9
2022 Q2	$4.5M	Sell	82,508 -982	-1%	-$59.4K	2.09%	8
2022 Q1	$5.54M	Buy	83,490 +6,533	+8%	+$444K	2.29%	6
2021 Q4	$5.62M	Buy	+76,957	New	+$5.71M	2.52%	5