Ever Source Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 498 shares of SCZ stock, worth $38,141. This represents 0.0% of its overall portfolio holdings.

Number of Shares

498

Previous 1,159 57.03%

Holding current value

$38,141

Previous $73,000 50.68%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$57.14 - $72.68 $37,769 - $48,041	-661 Reduced 57.03%	498 $36,000
Q1 2025 May 13, 2025	SELL	$59.28 - $66.1 $13,278 - $14,806	-224 Reduced 16.2%	1,159 $73,000
Q4 2024 Feb 07, 2025	BUY	$60.13 - $67.31 $38,483 - $43,078	640 Added 86.14%	1,383 $84,000
Q3 2024 Nov 08, 2024	SELL	$60.13 - $68.17 $9,741 - $11,043	-162 Reduced 17.9%	743 $50,000
Q2 2024 Aug 13, 2024	BUY	$60.46 - $64.81 $16,626 - $17,822	275 Added 43.65%	905 $55,000
Q1 2024 Jun 11, 2024	BUY	$59.15 - $63.58 $35,490 - $38,148	600 Added 2000.0%	630 $39,000
Q3 2023 Nov 03, 2023	BUY	$56.15 - $61.67 $1,684 - $1,850	30 New	30 $1,000
Q2 2022 Aug 01, 2022	SELL	$54.29 - $67.38 $9,392 - $11,656	-173 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$61.01 - $73.65 $125,558 - $151,571	-2,058 Reduced 92.25%	173 $11,000
Q4 2021 Feb 07, 2022	BUY	$70.21 - $77.4 $156,638 - $172,679	2,231 New	2,231 $163,000

Others Institutions Holding SCZ

# of Institutions

809

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History