Beam Wealth Advisors, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Beam Wealth Advisors, Inc.

$321 Million
Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 34,445 shares of SCZ stock, worth $2.58 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

34,445

Previous 21,142 62.92%

Holding current value

$2.58 Million

Previous $1.34 Million 86.37%

% of portfolio

0.78%

Previous 0.47%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$57.14 - $72.68 $760,133 - $966,862	13,303 Added 62.92%	34,445 $2.5 Million
Q1 2025 May 09, 2025	BUY	$59.28 - $66.1 $87,141 - $97,166	1,470 Added 7.47%	21,142 $1.34 Million
Q4 2024 Feb 06, 2025	BUY	$60.13 - $67.31 $126,633 - $141,754	2,106 Added 11.99%	19,672 $1.2 Million
Q3 2024 Nov 04, 2024	BUY	$60.13 - $68.17 $66,563 - $75,464	1,107 Added 6.73%	17,566 $1.19 Million
Q2 2024 Aug 07, 2024	BUY	$60.46 - $64.81 $995,111 - $1.07 Million	16,459 New	16,459 $1.01 Million
Q3 2022 Oct 20, 2022	BUY	$48.3 - $59.56 $39,219 - $48,362	812 Added 8.6%	10,251 $500,000
Q2 2022 Aug 01, 2022	BUY	$54.29 - $67.38 $512,443 - $635,999	9,439 New	9,439 $515,000
Q4 2021 Jan 14, 2022	SELL	$70.21 - $77.4 $681,107 - $750,857	-9,701 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$72.22 - $79.08 $56,259 - $61,603	779 Added 8.73%	9,701 $722,000
Q2 2021 Jul 13, 2021	BUY	$72.9 - $77.14 $650,413 - $688,243	8,922 New	8,922 $662,000
Q1 2020 Apr 08, 2020	SELL	$38.34 - $62.84 $338,120 - $554,185	-8,819 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$55.92 - $62.67 $493,158 - $552,686	8,819 New	8,819 $549,000

Others Institutions Holding SCZ

# of Institutions

798

Shares Held

108M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
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Beam Wealth Advisors, Inc. Ishares Tr Msci Eafe Small Cap Transaction History