William Howard & CO Financial Advisors Inc Ishares Tr Msci Eafe Small Cap Transaction History

William Howard & CO Financial Advisors Inc

$117 Million
Q4 2025

A detailed history of William Howard & CO Financial Advisors Inc transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 8,799 shares of SCZ stock, worth $671,803. This represents 0.58% of its overall portfolio holdings.

Number of Shares

8,799

Previous 8,479 3.77%

Holding current value

$671,803

Previous $650,000 3.23%

% of portfolio

0.58%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$75.19 - $77.98 $24,060 - $24,953	320 Added 3.77%	8,799 $671,000
Q3 2025 Oct 21, 2025	SELL	$72.04 - $77.35 $72,616 - $77,968	-1,008 Reduced 10.63%	8,479 $650,000
Q2 2025 Jul 11, 2025	BUY	$57.14 - $72.68 $1,885 - $2,398	33 Added 0.35%	9,487 $689,000
Q4 2024 Jan 28, 2025	SELL	$60.13 - $67.31 $89,653 - $100,359	-1,491 Reduced 13.62%	9,454 $574,000
Q2 2024 Aug 07, 2024	SELL	$60.46 - $64.81 $55,441 - $59,430	-917 Reduced 7.73%	10,945 $674,000

Q1 2024 May 15, 2024	BUY	$59.15 - $63.58 $701,637 - $754,185	11,862 New	11,862 $752,000

Others Institutions Holding SCZ

# of Institutions

816

Shares Held

104M

Call Options Held

6.3K

Put Options Held

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

More about SCZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of William Howard & CO Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on William Howard & CO Financial Advisors Inc with notifications on news.

Account

William Howard & CO Financial Advisors Inc Ishares Tr Msci Eafe Small Cap Transaction History