Modern Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,895 shares of SCZ stock, worth $221,033. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,895

Previous 2,836 2.08%

Holding current value

$221,033

Previous $206,000 107701.46%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$72.04 - $77.35 $4,250 - $4,563	59 Added 2.08%	2,895 $222 Million
Q2 2025 Aug 14, 2025	SELL	$57.14 - $72.68 $42,969 - $54,655	-752 Reduced 20.96%	2,836 $206,000
Q4 2024 May 30, 2025	BUY	$60.13 - $67.31 $53,696 - $60,107	893 Added 24.89%	4,481 $272,000
Q4 2024 May 29, 2025	BUY	$60.13 - $67.31 $53,696 - $60,107	893 Added 24.89%	4,481 $272,000
Q4 2024 Feb 11, 2025	SELL	$60.13 - $67.31 $224,405 - $251,200	-3,732 Reduced 50.98%	3,588 $227 Million

Q3 2024 May 30, 2025	BUY	$60.13 - $68.17 $224,405 - $254,410	3,732 Added 104.01%	7,320 $495,000
Q3 2024 May 29, 2025	BUY	$60.13 - $68.17 $224,405 - $254,410	3,732 Added 104.01%	7,320 $495,000
Q3 2024 Nov 05, 2024	SELL	$60.13 - $68.17 $64,639 - $73,282	-1,075 Reduced 12.81%	7,320 $496 Million
Q2 2024 May 29, 2025	BUY	$60.46 - $64.81 $290,631 - $311,541	4,807 Added 133.97%	8,395 $517,000
Q2 2024 Aug 07, 2024	BUY	$60.46 - $64.81 $507,561 - $544,079	8,395 New	8,395 $517 Million

Others Institutions Holding SCZ

# of Institutions

813

Shares Held

105M

Call Options Held

6.3K

Put Options Held

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Modern Wealth Management, LLC Ishares Tr Msci Eafe Small Cap Transaction History