Peloton Wealth Strategists’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	$474K	Sell	6,051 -23,082	-79%	-$1.88M	0.19%	71
2025 Q4	$2.26M	Buy	29,133 +2,030	+7%	+$156K	0.88%	41
2025 Q3	$2.08M	Sell	27,103 -1,395	-5%	-$104K	0.82%	42
2025 Q2	$2.07M	Sell	28,498 -3,291	-10%	-$223K	0.83%	45
2025 Q1	$2.02M	Buy	31,789 +28,076	+756%	+$1.77M	0.84%	45
2024 Q4	$226K	Buy	3,713 +60	+2%	+$3.82K	0.09%	90
2024 Q3	$247K	Sell	3,653 -1,670	-31%	-$107K	0.1%	92
2024 Q2	$328K	Buy	5,323 +450	+9%	+$28.2K	0.13%	83
2024 Q1	$309K	Buy	4,873 +2	+0%	+$122	0.13%	84
2023 Q4	$302K	Buy	+4,871	New	+$278K	0.13%	87
2023 Q1	–	Sell	-27,037	Closed	-$1.53M	–	91
2022 Q4	$1.53M	Sell	27,037 -680	-2%	-$36.5K	0.74%	47
2022 Q3	$1.35M	Buy	27,717 +2,629	+10%	+$144K	0.7%	51
2022 Q2	$1.37M	Sell	25,088 -107	-0.4%	-$6.47K	0.67%	53
2022 Q1	$1.67M	Buy	25,195 +1,241	+5%	+$84.3K	0.7%	52
2021 Q4	$1.75M	Buy	+23,954	New	+$1.78M	0.7%	49
2020 Q1	–	Sell	-3,596	Closed	-$224K	–	78
2019 Q4	$224K	Sell	3,596 -23,883	-87%	-$1.44M	0.14%	71
2019 Q3	$1.57M	Buy	27,479 +39	+0.1%	+$2.2K	1.01%	40
2019 Q2	$1.57M	Buy	27,440 +835	+3%	+$48.2K	1.05%	40
2019 Q1	$1.53M	Buy	+26,605	New	+$1.49M	1.06%	40