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

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 3,304 shares of SCZ stock, worth $252,260. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,304
Previous 3,174 4.1%
Holding current value
$252,260
Previous $230,000 10.0%
% of portfolio
0.17%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$72.04 - $77.35 $9,365 - $10,055
130 Added 4.1%
3,304 $253,000
Q2 2025

Jul 07, 2025
BUY
$57.14 - $72.68 $181,362 - $230,686
3,174 New
3,174 $230,000
Q4 2024

Jan 23, 2025
BUY
$60.13 - $67.31 $302,093 - $338,165
5,024 New
5,024 $305,000

Others Institutions Holding SCZ

# of Institutions
813
Shares Held
105M
Call Options Held
6.3K
Put Options Held
6K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
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