Valmark Advisers’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 Q1	–	Sell	-3,526	Closed	-$214K	–	622
2024 Q4	$214K	Sell	3,526 -545	-13%	-$33.1K	﹤0.01%	574
2024 Q3	$276K	Hold	4,071	–	–	﹤0.01%	514
2024 Q2	$251K	Buy	4,071 +644	+19%	+$39.7K	﹤0.01%	505
2024 Q1	$217K	Buy	+3,427	New	+$217K	﹤0.01%	512