Westside Investment Management’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	$82.2K	Sell	1,041 -500	-32%	-$40.7K	0.01%	451
2025 Q4	$120K	Hold	1,541	–	–	0.02%	361
2025 Q3	$118K	Buy	1,541 +1,500	+3,659%	+$112K	0.02%	368
2025 Q2	$2.98K	Hold	41	–	–	﹤0.01%	1193
2025 Q1	$2.6K	Hold	41	–	–	﹤0.01%	867
2024 Q4	$2.49K	Hold	41	–	–	﹤0.01%	876
2024 Q3	$2.78K	Hold	41	–	–	﹤0.01%	865
2024 Q2	$2.53K	Hold	41	–	–	﹤0.01%	862
2024 Q1	$2.6K	Hold	41	–	–	﹤0.01%	808
2023 Q4	$2.54K	Hold	41	–	–	﹤0.01%	777
2023 Q3	$2.31K	Hold	41	–	–	﹤0.01%	765
2023 Q2	$2.42K	Hold	41	–	–	﹤0.01%	761
2023 Q1	$2.44K	Hold	41	–	–	﹤0.01%	757
2022 Q4	$2	Hold	41	–	–	﹤0.01%	769
2022 Q3	$1	Hold	41	–	–	﹤0.01%	790
2022 Q2	$2	Hold	41	–	–	﹤0.01%	764
2022 Q1	$2	Hold	41	–	–	﹤0.01%	748
2021 Q4	$2	Hold	41	–	–	﹤0.01%	742
2021 Q3	$3	Hold	41	–	–	﹤0.01%	706
2021 Q2	$3	Hold	41	–	–	﹤0.01%	697
2021 Q1	$2	Hold	41	–	–	﹤0.01%	691
2020 Q4	$2	Hold	41	–	–	﹤0.01%	617
2020 Q3	$2	Hold	41	–	–	﹤0.01%	616
2020 Q2	$2	Buy	+41	New	+$2.07K	﹤0.01%	603
2019 Q2	$8	Buy	+150	New	+$8.66K	﹤0.01%	510
2018 Q4	$7.77K	Buy	+150	New	+$8.4K	﹤0.01%	512
2018 Q3	–	Sell	-150	Closed	-$9.29K	–	807
2018 Q2	$9.29K	Hold	150	–	–	﹤0.01%	576
2018 Q1	$9.65K	Buy	150 +50	+50%	+$3.3K	0.01%	554
2017 Q4	$6.62K	Hold	100	–	–	﹤0.01%	645
2017 Q3	$6.17K	Buy	+100	New	+$5.98K	﹤0.01%	637