Physician Wealth 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	$1.02M	Sell	13,044 -368	-3%	-$29.9K	0.14%	73
2025 Q4	$1.04M	Sell	13,412 -494	-4%	-$37.9K	0.14%	68
2025 Q3	$1.07M	Sell	13,906 -940	-6%	-$70.3K	0.15%	69
2025 Q2	$1.08M	Sell	14,846 -1,117	-7%	-$75.6K	0.17%	66
2025 Q1	$1.01M	Sell	15,963 -615	-4%	-$38.8K	0.17%	64
2024 Q4	$1.01M	Sell	16,578 -1,408	-8%	-$89.6K	0.17%	68
2024 Q3	$1.18M	Sell	17,986 -3,936	-18%	-$253K	0.21%	56
2024 Q2	$1.42M	Sell	21,922 -1,440	-6%	-$90.3K	0.26%	56
2024 Q1	$1.41M	Sell	23,362 -1,649	-7%	-$101K	0.3%	51
2023 Q4	$1.5M	Sell	25,011 -352	-1%	-$20.1K	0.33%	48
2023 Q3	$1.4M	Sell	25,363 -17	-0.1%	-$1K	0.36%	39
2023 Q2	$1.5M	Sell	25,380 -132	-0.5%	-$7.89K	0.37%	39
2023 Q1	$1.54M	Sell	25,512 -977	-4%	-$58K	0.4%	38
2022 Q4	$1.61M	Sell	26,489 -2,801	-10%	-$150K	0.44%	36
2022 Q3	$1.49M	Sell	29,290 -856	-3%	-$46.9K	0.46%	36
2022 Q2	$1.76M	Sell	30,146 -4,079	-12%	-$247K	0.51%	33
2022 Q1	$2.14M	Sell	34,225 -946	-3%	-$64.2K	0.57%	35
2021 Q4	$2.54M	Sell	35,171 -852	-2%	-$63.3K	0.67%	31
2021 Q3	$2.74M	Sell	36,023 -1	-0%	-$76	0.75%	28
2021 Q2	$2.68M	Sell	36,024 -526	-1%	-$39.5K	0.77%	27
2021 Q1	$2.71M	Sell	36,550 -848	-2%	-$60.2K	0.88%	27
2020 Q4	$2.67M	Sell	37,398 -3,800	-9%	-$240K	0.91%	27
2020 Q3	$2.36M	Sell	41,198 -2,568	-6%	-$147K	0.95%	26
2020 Q2	$2.5M	Sell	43,766 -1,147	-3%	-$57.8K	1.01%	24
2020 Q1	$2.09M	Buy	44,913 +5,131	+13%	+$285K	1.05%	24
2019 Q4	$2.47M	Sell	39,782 -296	-0.7%	-$17.8K	1.1%	21
2019 Q3	$2.45M	Buy	+40,078	New	+$2.26M	1.2%	20