A detailed history of All Square Wealth Management LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, All Square Wealth Management LLC holds 5,424 shares of SCZ stock, worth $336,613. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,424
Previous 5,424 -0.0%
Holding current value
$336,613
Previous $334,000 9.88%
% of portfolio
0.21%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 27, 2023

BUY
$56.15 - $61.67 $1,010 - $1,110
18 Added 0.33%
5,424 $306,000
Q4 2020

Feb 09, 2021

SELL
$56.79 - $68.74 $14,878 - $18,009
-262 Reduced 4.62%
5,406 $370,000
Q3 2020

Nov 16, 2020

SELL
$53.91 - $60.23 $16,172 - $18,069
-300 Reduced 5.03%
5,668 $334,000
Q2 2020

Aug 11, 2020

BUY
$42.06 - $57.2 $120,207 - $163,477
2,858 Added 91.9%
5,968 $320,000
Q1 2020

May 12, 2020

SELL
$38.34 - $62.84 $15,259 - $25,010
-398 Reduced 11.35%
3,110 $139,000
Q3 2019

Nov 06, 2019

SELL
$53.71 - $58.5 $17,992 - $19,597
-335 Reduced 8.72%
3,508 $201,000
Q1 2019

May 07, 2019

SELL
$51.31 - $58.06 $13,648 - $15,443
-266 Reduced 6.47%
3,843 $221,000
Q3 2018

Nov 02, 2018

SELL
$60.38 - $63.97 $2,717 - $2,878
-45 Reduced 1.08%
4,109 $256,000
Q2 2018

Aug 14, 2018

SELL
$62.31 - $66.88 $20,126 - $21,602
-323 Reduced 7.21%
4,154 $261,000
Q1 2018

May 11, 2018

SELL
$62.72 - $69.19 $6,272 - $6,919
-100 Reduced 2.18%
4,477 $292,000
Q4 2017

Feb 13, 2018

SELL
$61.68 - $64.5 $6,168 - $6,450
-100 Reduced 2.14%
4,577 $295,000
Q3 2017

Nov 06, 2017

BUY
$61.06 - $62.0 $285,577 - $289,974
4,677
4,677 $290,000

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track All Square Wealth Management LLC Portfolio

Follow All Square Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of All Square Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on All Square Wealth Management LLC with notifications on news.