Stone Summit Wealth’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	$275K	Sell	3,508 -12	-0.3%	-$976	0.08%	127
2025 Q4	$273K	Sell	3,520 -51	-1%	-$3.91K	0.07%	131
2025 Q3	$274K	Sell	3,571 -434	-11%	-$32.5K	0.08%	126
2025 Q2	$291K	Hold	4,005	–	–	0.09%	126
2025 Q1	$254K	Sell	4,005 -105	-3%	-$6.63K	0.09%	134
2024 Q4	$250K	Sell	4,110 -52	-1%	-$3.31K	0.08%	131
2024 Q3	$282K	Sell	4,162 -62	-1%	-$3.99K	0.09%	127
2024 Q2	$260K	Hold	4,224	–	–	0.09%	129
2024 Q1	$268K	Hold	4,224	–	–	0.09%	130
2023 Q4	$261K	Hold	4,224	–	–	0.1%	130
2023 Q3	$239K	Sell	4,224 -49	-1%	-$2.89K	0.1%	135
2023 Q2	$252K	Buy	4,273 +42	+1%	+$2.51K	0.1%	128
2023 Q1	$252K	Sell	4,231 -2,986	-41%	-$177K	0.11%	122
2022 Q4	$408K	Sell	7,217 -1,380	-16%	-$74.1K	0.2%	95
2022 Q3	$419K	Sell	8,597 -1,065	-11%	-$58.4K	0.26%	84
2022 Q2	$527K	Sell	9,662 -2,484	-20%	-$150K	0.31%	77
2022 Q1	$808K	Buy	12,146 +720	+6%	+$48.9K	0.45%	65
2021 Q4	$832K	Buy	+11,426	New	+$848K	0.67%	56