Elmwood Wealth Management, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Elmwood Wealth Management, Inc.

$221 Million
Q1 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 31,691 shares of SCZ stock, worth $2.25 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

31,691

Previous 33,141 4.38%

Holding current value

$2.25 Million

Previous $2.01 Million -0.0%

% of portfolio

0.91%

Previous 0.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$59.28 - $66.1 $85,956 - $95,844	-1,450 Reduced 4.38%	31,691 $2.01 Million
Q4 2024 Jan 13, 2025	SELL	$60.13 - $67.31 $29,223 - $32,712	-486 Reduced 1.45%	33,141 $2.01 Million
Q3 2024 Oct 11, 2024	BUY	$60.13 - $68.17 $20,925 - $23,723	348 Added 1.05%	33,627 $2.28 Million
Q2 2024 Aug 13, 2024	BUY	$60.46 - $64.81 $94,982 - $101,816	1,571 Added 4.95%	33,279 $2.05 Million
Q1 2024 May 10, 2024	BUY	$59.15 - $63.58 $844,780 - $908,049	14,282 Added 81.96%	31,708 $2.01 Million
Q4 2023 Jan 30, 2024	SELL	$52.38 - $61.98 $756,052 - $894,619	-14,434 Reduced 45.3%	17,426 $1.08 Million
Q3 2023 Nov 15, 2023	BUY	$56.15 - $61.67 $1,403 - $1,541	25 Added 0.08%	31,860 $1.8 Million
Q1 2023 Apr 28, 2023	BUY	$56.53 - $62.22 $717,591 - $789,820	12,694 Added 66.32%	31,835 $1.89 Million
Q4 2022 Jan 25, 2023	BUY	$48.03 - $57.76 $919,342 - $1.11 Million	19,141 New	19,141 $0

Others Institutions Holding SCZ

# of Institutions

770

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Elmwood Wealth Management, Inc. Ishares Tr Msci Eafe Small Cap Transaction History