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

Partnership Wealth Management, LLC

$118 Billion
Q1 2025

A detailed history of Partnership Wealth Management, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 39,426 shares of SCZ stock, worth $2.8 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

39,426

Previous 38,757 1.73%

Holding current value

$2.8 Million

Previous $2.35 Billion 6.38%

% of portfolio

2.13%

Previous 1.96%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$59.28 - $66.1 $39,658 - $44,220	669 Added 1.73%	39,426 $2.5 Billion
Q4 2024 Jan 08, 2025	BUY	$60.13 - $67.31 $479,596 - $536,864	7,976 Added 25.91%	38,757 $2.35 Billion
Q3 2024 Oct 08, 2024	BUY	$60.13 - $68.17 $1.47 Million - $1.66 Million	24,368 Added 379.98%	30,781 $2.08 Billion
Q2 2024 Jul 03, 2024	SELL	$60.46 - $64.81 $39,843 - $42,709	-659 Reduced 9.32%	6,413 $395 Million
Q1 2024 Apr 10, 2024	BUY	$59.15 - $63.58 $6,979 - $7,502	118 Added 1.7%	7,072 $448 Million
Q4 2023 Feb 07, 2024	BUY	$52.38 - $61.98 $364,250 - $431,008	6,954 New	6,954 $419 Million

Others Institutions Holding SCZ

# of Institutions

770

Shares Held

103M

Call Options Held

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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.

Account

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