Orin Green Financial’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	-3,479	Closed	-$224K	–	81
2025 Q1	$224K	Buy	+3,479	New	+$220K	0.11%	66
2024 Q4	–	Sell	-3,479	Closed	-$221K	–	71
2024 Q3	$236K	Hold	3,479	–	–	0.1%	72
2024 Q2	$214K	Buy	+3,479	New	+$218K	0.1%	68
2024 Q1	–	Sell	-3,479	Closed	-$213K	–	70
2023 Q4	$215K	Buy	+3,479	New	+$199K	0.11%	70
2023 Q3	–	Sell	-3,479	Closed	-$205K	–	79
2023 Q2	$205K	Hold	3,479	–	–	0.11%	63
2023 Q1	$207K	Sell	3,479 -1,876	-35%	-$111K	0.11%	63
2022 Q4	$302K	Hold	5,355	–	–	0.18%	53
2022 Q3	$261K	Hold	5,355	–	–	0.17%	54
2022 Q2	$286K	Hold	5,355	–	–	0.18%	54
2022 Q1	$355K	Hold	5,355	–	–	0.23%	51
2021 Q4	$371K	Hold	5,355	–	–	0.27%	43
2021 Q3	$398K	Hold	5,355	–	–	0.28%	47
2021 Q2	$397K	Hold	5,355	–	–	0.28%	47
2021 Q1	$385K	Hold	5,355	–	–	0.31%	45
2020 Q4	$366K	Buy	+5,355	New	+$338K	0.29%	45