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

Elmwood Wealth Management, Inc.

$219 Million
Q1 2024

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 31,708 shares of SCZ stock, worth $1.95 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

31,708

Previous 17,426 81.96%

Holding current value

$1.95 Million

Previous $1.08 Million 86.27%

% of portfolio

0.92%

Previous 0.78%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$50.25 - $57.76 $961,835 - $1.11 Million	19,141 New	19,141 $0

Others Institutions Holding SCZ

# of Institutions

719

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

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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