Univest Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,770	Closed	-$430K	–	283
2025 Q1	$430K	Sell	6,770 -30,312	-82%	-$1.93M	0.03%	210
2024 Q4	$2.25M	Buy	37,082 +24,808	+202%	+$1.51M	0.14%	112
2024 Q3	$831K	Buy	+12,274	New	+$831K	0.05%	163