A detailed history of Southern Wealth Management, LLP transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Southern Wealth Management, LLP holds 77,404 shares of SCZ stock, worth $4.71 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
77,404
Previous 76,903 0.65%
Holding current value
$4.71 Million
Previous $4.34 Million 6.06%
% of portfolio
1.79%
Previous 1.75%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

BUY
$56.53 - $62.22 $28,321 - $31,172
501 Added 0.65%
77,404 $4.61 Million
Q4 2022

Feb 13, 2023

SELL
$48.03 - $57.76 $608,828 - $732,165
-12,676 Reduced 14.15%
76,903 $4.34 Million
Q3 2022

Nov 14, 2022

SELL
$48.3 - $59.56 $11.2 Million - $13.8 Million
-231,423 Reduced 72.09%
89,579 $4.56 Million
Q2 2022

Aug 11, 2022

SELL
$54.29 - $67.38 $2.58 Million - $3.2 Million
-47,445 Reduced 12.88%
321,002 $17.5 Million
Q1 2022

May 16, 2022

BUY
$61.01 - $73.65 $20.6 Million - $24.8 Million
336,893 Added 1067.67%
368,447 $24.4 Million
Q4 2021

Feb 10, 2022

SELL
$70.21 - $77.4 $586,042 - $646,057
-8,347 Reduced 20.92%
31,554 $2.31 Million
Q3 2021

Nov 15, 2021

SELL
$72.22 - $79.08 $26,721 - $29,259
-370 Reduced 0.92%
39,901 $2.97 Million
Q2 2021

Aug 13, 2021

BUY
$72.9 - $77.14 $348,316 - $368,574
4,778 Added 13.46%
40,271 $3.06 Million
Q1 2021

May 17, 2021

BUY
$68.09 - $73.16 $134,818 - $144,856
1,980 Added 5.91%
35,493 $2.55 Million
Q4 2020

Feb 16, 2021

SELL
$56.79 - $68.74 $4.4 Million - $5.32 Million
-77,419 Reduced 69.79%
33,513 $2.29 Million
Q3 2020

Nov 25, 2020

BUY
$53.91 - $60.23 $3.78 Million - $4.22 Million
70,075 Added 171.51%
110,932 $6.54 Million
Q2 2020

Aug 14, 2020

SELL
$42.06 - $57.2 $17 Million - $23.1 Million
-403,923 Reduced 90.81%
40,857 $2.19 Million
Q1 2020

May 14, 2020

BUY
$38.34 - $62.84 $6.92 Million - $11.3 Million
180,584 Added 68.35%
444,780 $19.9 Million
Q4 2019

May 14, 2020

BUY
$55.92 - $62.67 $14.8 Million - $16.6 Million
264,196 New
264,196 $16.5 Million

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
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