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

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 125,616 shares of SCZ stock, worth $7.95 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

125,616

Previous 105,836 18.69%

Holding current value

$7.95 Million

Previous $7.17 Million 6.5%

% of portfolio

1.88%

Previous 1.9%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$60.13 - $67.31 $1.19 Million - $1.33 Million	19,780 Added 18.69%	125,616 $7.63 Million
Q3 2024 Oct 30, 2024	BUY	$60.13 - $68.17 $548,746 - $622,119	9,126 Added 9.44%	105,836 $7.17 Million
Q2 2024 Jul 12, 2024	BUY	$60.46 - $64.81 $535,494 - $574,022	8,857 Added 10.08%	96,710 $5.96 Million
Q1 2024 May 14, 2024	BUY	$59.15 - $63.58 $1.3 Million - $1.4 Million	21,971 Added 33.35%	87,853 $5.56 Million
Q4 2023 May 14, 2024	BUY	$52.38 - $61.98 $791,409 - $936,455	15,109 Added 29.76%	65,882 $4.08 Million
Q3 2023 Nov 14, 2023	BUY	$56.15 - $61.67 $476,545 - $523,393	8,487 Added 20.07%	50,773 $2.87 Million
Q2 2023 Jul 12, 2023	BUY	$57.9 - $61.26 $512,009 - $541,722	8,843 Added 26.44%	42,286 $2.49 Million
Q1 2023 Apr 24, 2023	BUY	$56.53 - $62.22 $184,683 - $203,272	3,267 Added 10.83%	33,443 $1.99 Million
Q4 2022 Jan 19, 2023	BUY	$48.03 - $57.76 $225,308 - $270,952	4,691 Added 18.41%	30,176 $0
Q3 2022 Oct 24, 2022	BUY	$48.3 - $59.56 $117,996 - $145,505	2,443 Added 10.6%	25,485 $1.24 Million
Q2 2022 Aug 12, 2022	BUY	$54.29 - $67.38 $1.25 Million - $1.55 Million	23,042 New	23,042 $1.33 Million

Others Institutions Holding SCZ

# of Institutions

773

Shares Held

99.5M

Call Options Held

13.7K

Put Options Held

6.6K

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Fsm Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History