A detailed history of Foundation Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 29,672 shares of SCZ stock, worth $1.81 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
29,672
Previous 31,731 6.49%
Holding current value
$1.81 Million
Previous $1.96 Billion 2.71%
% of portfolio
1.52%
Previous 1.53%

Shares

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

Oct 29, 2024

SELL
$60.13 - $68.17 $123,807 - $140,362
-2,059 Reduced 6.49%
29,672 $2.01 Billion
Q2 2024

Aug 13, 2024

SELL
$60.46 - $64.81 $246,011 - $263,711
-4,069 Reduced 11.37%
31,731 $1.96 Billion
Q1 2024

May 08, 2024

SELL
$59.15 - $63.58 $169,642 - $182,347
-2,868 Reduced 7.42%
35,800 $2.27 Billion
Q4 2023

Jan 24, 2024

SELL
$52.38 - $61.98 $233,457 - $276,244
-4,457 Reduced 10.34%
38,668 $2.39 Billion
Q3 2023

Oct 31, 2023

SELL
$56.15 - $61.67 $326,624 - $358,734
-5,817 Reduced 11.89%
43,125 $2.44 Billion
Q2 2023

Jul 28, 2023

SELL
$57.9 - $61.26 $373,570 - $395,249
-6,452 Reduced 11.65%
48,942 $2.89 Billion
Q1 2023

Apr 18, 2023

SELL
$56.53 - $62.22 $1.03 Million - $1.13 Million
-18,164 Reduced 24.69%
55,394 $3.3 Billion
Q4 2022

Feb 21, 2023

BUY
$48.03 - $57.76 $3.53 Million - $4.25 Million
73,558 New
73,558 $4.15 Billion

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


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

Track Foundation Wealth Management, LLC Portfolio

Follow Foundation Wealth Management, 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 Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.