Elmwood Wealth Management, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 33,141 shares of SCZ stock, worth $2.11 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

33,141

Previous 33,627 1.45%

Holding current value

$2.11 Million

Previous $2.28 Million 11.56%

% of portfolio

0.88%

Previous 1.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$60.13 - $67.31 $29,223 - $32,712	-486 Reduced 1.45%	33,141 $2.01 Million
Q3 2024 Oct 11, 2024	BUY	$60.13 - $68.17 $20,925 - $23,723	348 Added 1.05%	33,627 $2.28 Million
Q2 2024 Aug 13, 2024	BUY	$60.46 - $64.81 $94,982 - $101,816	1,571 Added 4.95%	33,279 $2.05 Million
Q1 2024 May 10, 2024	BUY	$59.15 - $63.58 $844,780 - $908,049	14,282 Added 81.96%	31,708 $2.01 Million
Q4 2023 Jan 30, 2024	SELL	$52.38 - $61.98 $756,052 - $894,619	-14,434 Reduced 45.3%	17,426 $1.08 Million
Q3 2023 Nov 15, 2023	BUY	$56.15 - $61.67 $1,403 - $1,541	25 Added 0.08%	31,860 $1.8 Million
Q1 2023 Apr 28, 2023	BUY	$56.53 - $62.22 $717,591 - $789,820	12,694 Added 66.32%	31,835 $1.89 Million
Q4 2022 Jan 25, 2023	BUY	$48.03 - $57.76 $919,342 - $1.11 Million	19,141 New	19,141 $0

Others Institutions Holding SCZ

# of Institutions

774

Shares Held

101M

Call Options Held

10.8K

Put Options Held

4.7K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

More about SCZ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.

Account

Elmwood Wealth Management, Inc. Ishares Tr Msci Eafe Small Cap Transaction History