Tilson Financial Group’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	$1M	Sell	12,764 -250	-2%	-$20.3K	0.3%	38
2025 Q4	$1.01M	Sell	13,014 -491	-4%	-$37.6K	0.31%	39
2025 Q3	$1.04M	Sell	13,505 -38	-0.3%	-$2.84K	0.34%	36
2025 Q2	$984K	Buy	13,543 +23	+0.2%	+$1.56K	0.37%	33
2025 Q1	$859K	Sell	13,520 -598	-4%	-$37.8K	0.34%	35
2024 Q4	$858K	Sell	14,118 -557	-4%	-$35.4K	0.35%	36
2024 Q3	$993K	Buy	+14,675	New	+$944K	0.43%	31
2024 Q2	–	Sell	-14,828	Closed	-$939K	–	59
2024 Q1	$939K	Sell	14,828 -977	-6%	-$59.8K	0.5%	32
2023 Q4	$978K	Sell	15,805 -2,484	-14%	-$142K	0.63%	30
2023 Q3	$1.03M	Buy	+18,289	New	+$1.08M	0.81%	27
2023 Q2	–	Sell	-19,993	Closed	-$1.19M	–	51
2023 Q1	$1.19M	Sell	19,993 -221	-1%	-$13.1K	0.97%	25
2022 Q4	$1.14M	Buy	+20,214	New	+$1.09M	0.97%	25