SOA 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
2025 Q3	–	Sell	-489	Closed	-$35.5K	–	923
2025 Q2	$35.5K	Buy	+489	New	+$33.1K	0.01%	417
2024 Q4	–	Sell	-62	Closed	-$4.2K	–	900
2024 Q3	$4.2K	Sell	62 -14	-18%	-$901	﹤0.01%	614
2024 Q2	$4.68K	Hold	76	–	–	﹤0.01%	612
2024 Q1	$4.81K	Hold	76	–	–	﹤0.01%	615
2023 Q4	$4.7K	Hold	76	–	–	﹤0.01%	605
2023 Q3	$4.29K	Hold	76	–	–	﹤0.01%	635
2023 Q2	$4.48K	Hold	76	–	–	﹤0.01%	635
2023 Q1	$4.52K	Hold	76	–	–	﹤0.01%	634
2022 Q4	$4.29K	Hold	76	–	–	﹤0.01%	645
2022 Q3	$3K	Hold	76	–	–	﹤0.01%	679
2022 Q2	$4K	Hold	76	–	–	﹤0.01%	622
2022 Q1	$5K	Hold	76	–	–	﹤0.01%	695
2021 Q4	$5K	Hold	76	–	–	﹤0.01%	667
2021 Q3	$5K	Hold	76	–	–	﹤0.01%	691
2021 Q2	$5K	Hold	76	–	–	﹤0.01%	676
2021 Q1	$5K	Buy	76 +14	+23%	+$994	﹤0.01%	630
2020 Q4	$4K	Buy	+62	New	+$3.91K	﹤0.01%	643