A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 5,369 shares of SCZ stock, worth $340,609. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,369
Previous 5,401 0.59%
Holding current value
$340,609
Previous $332,000 9.34%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$60.13 - $68.17 $1,924 - $2,181
-32 Reduced 0.59%
5,369 $363,000
Q2 2024

Jul 24, 2024

BUY
$60.46 - $64.81 $27,327 - $29,294
452 Added 9.13%
5,401 $332,000
Q1 2024

May 10, 2024

BUY
$59.15 - $63.58 $31,941 - $34,333
540 Added 12.25%
4,949 $313,000
Q4 2023

Jan 31, 2024

SELL
$52.38 - $61.98 $7,857 - $9,297
-150 Reduced 3.29%
4,409 $272,000
Q3 2023

Nov 01, 2023

SELL
$56.15 - $61.67 $20,719 - $22,756
-369 Reduced 7.49%
4,559 $257,000
Q2 2023

Aug 02, 2023

BUY
$57.9 - $61.26 $285,331 - $301,889
4,928 New
4,928 $290,000
Q4 2022

Jan 25, 2023

BUY
$48.03 - $57.76 $204,559 - $245,999
4,259 New
4,259 $0

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


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

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC 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 Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.