NFP Retirement Inc’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	$7.23M	Buy	92,157 +4,674	+5%	+$380K	0.43%	46
2025 Q4	$6.78M	Buy	87,483 +3,180	+4%	+$244K	0.41%	45
2025 Q3	$6.47M	Buy	84,303 +2,208	+3%	+$165K	0.41%	46
2025 Q2	$5.97M	Buy	+82,095	New	+$5.56M	0.39%	49
2025 Q1	–	Sell	-3,447	Closed	-$209K	–	295
2024 Q4	$209K	Buy	3,447 +63	+2%	+$4.01K	0.02%	273
2024 Q3	$229K	Buy	+3,384	New	+$218K	0.02%	254
2024 Q2	–	Sell	-3,170	Closed	-$201K	–	288
2024 Q1	$201K	Buy	+3,170	New	+$194K	0.02%	270
2023 Q1	–	Sell	-4,171	Closed	-$236K	–	250
2022 Q4	$236K	Hold	4,171	–	–	0.05%	213
2022 Q3	$203K	Buy	4,171 +219	+6%	+$12K	0.05%	210
2022 Q2	$216K	Buy	+3,952	New	+$239K	0.05%	213