Ever Source Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 498 shares of SCZ stock, worth $38,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares
498
Previous 498 -0.0%
Holding current value
$38,022
Previous $36,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$57.14 - $72.68 $37,769 - $48,041
-661 Reduced 57.03%
498 $36,000
Q1 2025

May 13, 2025
SELL
$59.28 - $66.1 $13,278 - $14,806
-224 Reduced 16.2%
1,159 $73,000
Q4 2024

Feb 07, 2025
BUY
$60.13 - $67.31 $38,483 - $43,078
640 Added 86.14%
1,383 $84,000
Q3 2024

Nov 08, 2024
SELL
$60.13 - $68.17 $9,741 - $11,043
-162 Reduced 17.9%
743 $50,000
Q2 2024

Aug 13, 2024
BUY
$60.46 - $64.81 $16,626 - $17,822
275 Added 43.65%
905 $55,000
Q1 2024

Jun 11, 2024
BUY
$59.15 - $63.58 $35,490 - $38,148
600 Added 2000.0%
630 $39,000
Q3 2023

Nov 03, 2023
BUY
$56.15 - $61.67 $1,684 - $1,850
30 New
30 $1,000
Q2 2022

Aug 01, 2022
SELL
$54.29 - $67.38 $9,392 - $11,656
-173 Closed
0 $0
Q1 2022

May 25, 2022
SELL
$61.01 - $73.65 $125,558 - $151,571
-2,058 Reduced 92.25%
173 $11,000
Q4 2021

Feb 07, 2022
BUY
$70.21 - $77.4 $156,638 - $172,679
2,231 New
2,231 $163,000

Others Institutions Holding SCZ

# of Institutions
813
Shares Held
105M
Call Options Held
6.3K
Put Options Held
6K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
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