Tobias Financial 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	$992K	Sell	12,653 -278	-2%	-$22.6K	0.14%	71
2025 Q4	$1M	Sell	12,931 -77	-0.6%	-$5.9K	0.14%	73
2025 Q3	$998K	Sell	13,008 -516	-4%	-$38.6K	0.15%	69
2025 Q2	$983K	Sell	13,524 -60	-0.4%	-$4.06K	0.17%	66
2025 Q1	$863K	Sell	13,584 -63	-0.5%	-$3.98K	0.17%	60
2024 Q4	$829K	Sell	13,647 -77	-0.6%	-$4.9K	0.17%	56
2024 Q3	$929K	Sell	13,724 -146	-1%	-$9.39K	0.19%	52
2024 Q2	$855K	Sell	13,870 -4	-0%	-$251	0.18%	52
2024 Q1	$879K	Hold	13,874	–	–	0.2%	53
2023 Q4	$859K	Buy	13,874 +35	+0.3%	+$2K	0.21%	52
2023 Q3	$781K	Sell	13,839 -329	-2%	-$19.4K	0.21%	58
2023 Q2	$836K	Sell	14,168 -81	-0.6%	-$4.84K	0.23%	54
2023 Q1	$848K	Sell	14,249 -584	-4%	-$34.7K	0.25%	53
2022 Q4	$838K	Sell	14,833 -1	-0%	-$54	0.28%	54
2022 Q3	$724K	Sell	14,834 -2,353	-14%	-$129K	0.26%	55
2022 Q2	$938K	Sell	17,187 -1,973	-10%	-$119K	0.32%	49
2022 Q1	$1.27M	Buy	+19,160	New	+$1.3M	0.44%	43
2021 Q4	–	Sell	-19,199	Closed	-$1.43M	–	106
2021 Q3	$1.43M	Sell	19,199 -499	-3%	-$38K	0.53%	36
2021 Q2	$1.46M	Sell	19,698 -127	-0.6%	-$9.53K	0.58%	37
2021 Q1	$1.42M	Sell	19,825 -2,045	-9%	-$145K	0.6%	36
2020 Q4	$1.5M	Sell	21,870 -1,589	-7%	-$100K	0.68%	33
2020 Q3	$1.38M	Sell	23,459 -1,636	-7%	-$93.8K	0.76%	30
2020 Q2	$1.35M	Sell	25,095 -48,754	-66%	-$2.46M	0.79%	29
2020 Q1	$3.31M	Buy	73,849 +1,652	+2%	+$91.8K	2.39%	11
2019 Q4	$4.5M	Buy	+72,197	New	+$4.34M	2.88%	8