Cascade Financial Partners, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 63,095 shares of SCZ stock, worth $4.17 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

63,095

Previous 60,732 3.89%

Holding current value

$4.17 Million

Previous $3.91 Billion 1.98%

% of portfolio

0.5%

Previous 0.49%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$60.13 - $67.31 $142,087 - $159,053	2,363 Added 3.89%	63,095 $3.83 Billion
Q3 2024 Oct 24, 2024	SELL	$60.13 - $68.17 $12,567 - $14,247	-209 Reduced 0.34%	60,732 $3.91 Billion
Q2 2024 Jul 31, 2024	SELL	$60.46 - $64.81 $24,123 - $25,859	-399 Reduced 0.65%	60,941 $3.76 Billion
Q1 2024 May 14, 2024	BUY	$59.15 - $63.58 $3.63 Million - $3.9 Million	61,340 New	61,340 $3.78 Billion

Others Institutions Holding SCZ

# of Institutions

778

Shares Held

96.8M

Call Options Held

10.8K

Put Options Held

4.7K

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Cascade Financial Partners, LLC Ishares Tr Msci Eafe Small Cap Transaction History