Fonville Wealth Management LLC Ishares Tr Msci Eafe Small Cap Transaction History

Fonville Wealth Management LLC

$303 Billion
Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Fonville Wealth Management LLC holds 87,092 shares of SCZ stock, worth $5.6 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

87,092

Previous 81,483 6.88%

Holding current value

$5.6 Million

Previous $5.52 Billion 4.09%

% of portfolio

1.75%

Previous 1.91%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$60.13 - $67.31 $337,269 - $377,541	5,609 Added 6.88%	87,092 $5.29 Billion
Q3 2024 Oct 28, 2024	BUY	$60.13 - $68.17 $567,446 - $643,320	9,437 Added 13.1%	81,483 $5.52 Billion
Q2 2024 Jul 30, 2024	BUY	$60.46 - $64.81 $557,138 - $597,224	9,215 Added 14.67%	72,046 $4.44 Billion
Q1 2024 Apr 26, 2024	BUY	$59.15 - $63.58 $453,443 - $487,404	7,666 Added 13.9%	62,831 $3.98 Billion
Q4 2023 Jan 31, 2024	BUY	$52.38 - $61.98 $2.89 Million - $3.42 Million	55,165 New	55,165 $3.41 Billion

Others Institutions Holding SCZ

# of Institutions

778

Shares Held

96.3M

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

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Fonville Wealth Management LLC Ishares Tr Msci Eafe Small Cap Transaction History