Wescott Financial Advisory 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	$2.27M	Buy	28,970 +1,742	+6%	+$142K	0.2%	62
2025 Q4	$2.11M	Buy	27,228 +1,958	+8%	+$150K	0.18%	66
2025 Q3	$1.94M	Buy	25,270 +131	+0.5%	+$9.8K	0.17%	64
2025 Q2	$1.83M	Buy	25,139 +180	+0.7%	+$12.2K	0.17%	61
2025 Q1	$1.59M	Buy	24,959 +253	+1%	+$16K	0.16%	63
2024 Q4	$1.5M	Buy	24,706 +1,885	+8%	+$120K	0.16%	69
2024 Q3	$1.54M	Sell	22,821 -547	-2%	-$35.2K	0.17%	67
2024 Q2	$1.44M	Buy	23,368 +1,651	+8%	+$104K	0.17%	70
2024 Q1	$1.38M	Sell	21,717 -4,838	-18%	-$296K	0.17%	65
2023 Q4	$1.64M	Sell	26,555 -2,270	-8%	-$130K	0.23%	54
2023 Q3	$1.63M	Buy	28,825 +1,056	+4%	+$62.3K	0.3%	52
2023 Q2	$1.64M	Sell	27,769 -1,113	-4%	-$66.6K	0.29%	54
2023 Q1	$1.72M	Buy	28,882 +748	+3%	+$44.4K	0.37%	47
2022 Q4	$1.59M	Sell	28,134 -791	-3%	-$42.5K	0.34%	48
2022 Q3	$1.41M	Buy	28,925 +2,334	+9%	+$128K	0.39%	42
2022 Q2	$1.45M	Buy	26,591 +556	+2%	+$33.6K	0.39%	41
2022 Q1	$1.73M	Buy	26,035 +9,503	+57%	+$645K	0.45%	38
2021 Q4	$1.21M	Buy	16,532 +678	+4%	+$50.3K	0.62%	20
2021 Q3	$1.18M	Buy	15,854 +206	+1%	+$15.7K	0.67%	21
2021 Q2	$1.18M	Buy	15,648 +95	+0.6%	+$7.13K	0.69%	20
2021 Q1	$1.12M	Sell	15,553 -10	-0.1%	-$710	0.73%	18
2020 Q4	$1.06M	Buy	+15,563	New	+$982K	0.75%	16