A detailed history of Financial Perspectives, Inc transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Financial Perspectives, Inc holds 159 shares of SCZ stock, worth $9,713. This represents 0.0% of its overall portfolio holdings.

Number of Shares
159
Previous 159 -0.0%
Holding current value
$9,713
Previous $9.8 Million 9.83%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$60.46 - $64.81 $604 - $648
10 Added 6.71%
159 $9.8 Million
Q4 2023

Feb 01, 2024

BUY
$52.38 - $61.98 $104 - $123
2 Added 1.36%
149 $9.22 Million
Q2 2023

Jan 09, 2024

BUY
$57.9 - $61.26 $173 - $183
3 Added 2.08%
147 $8.66 Million
Q2 2022

Jan 09, 2024

BUY
$54.29 - $67.38 $108 - $134
2 Added 1.41%
144 $7.89 Million
Q1 2022

Jan 09, 2024

BUY
$61.01 - $73.65 $61 - $73
1 Added 0.71%
142 $9.39 Million
Q4 2021

Jan 09, 2024

BUY
$70.21 - $77.4 $140 - $154
2 Added 1.44%
141 $10.3 Million
Q2 2021

Jan 09, 2024

SELL
$72.9 - $77.14 $709,608 - $750,880
-9,734 Reduced 98.59%
139 $10.3 Million
Q1 2021

Jan 09, 2024

BUY
$68.09 - $73.16 $662,924 - $712,285
9,736 Added 7106.57%
9,873 $137,000
Q4 2020

Jan 09, 2024

BUY
$56.79 - $68.74 $56 - $68
1 Added 0.74%
137 $9.39 Million
Q2 2020

Jan 09, 2024

BUY
$42.06 - $57.2 $42 - $57
1 Added 0.74%
136 $7.32 Million
Q4 2019

Jan 09, 2024

BUY
$55.92 - $62.67 $7,549 - $8,460
135 New
135 $8.41 Million

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.