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

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 689,995 shares of SCZ stock, worth $45.9 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

689,995

Previous 960,484 28.16%

Holding current value

$45.9 Million

Previous $58.3 Million 24.87%

% of portfolio

1.1%

Previous 1.38%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$59.28 - $66.1 $16 Million - $17.9 Million	-270,489 Reduced 28.16%	689,995 $43.8 Million
Q4 2024 Feb 03, 2025	SELL	$60.13 - $67.31 $8.24 Million - $9.22 Million	-137,028 Reduced 12.49%	960,484 $58.3 Million
Q3 2024 Nov 14, 2024	SELL	$60.13 - $68.17 $2.72 Million - $3.09 Million	-45,301 Reduced 3.96%	1,097,512 $74.3 Million
Q2 2024 Aug 09, 2024	SELL	$60.46 - $64.81 $3.6 Million - $3.86 Million	-59,557 Reduced 4.95%	1,142,813 $70.4 Million
Q1 2024 Apr 19, 2024	SELL	$59.15 - $63.58 $2.55 Million - $2.74 Million	-43,059 Reduced 3.46%	1,202,370 $76.1 Million
Q4 2023 Jan 11, 2024	SELL	$52.38 - $61.98 $14.5 Million - $17.1 Million	-276,423 Reduced 18.16%	1,245,429 $77.1 Million
Q3 2023 Oct 25, 2023	SELL	$56.15 - $61.67 $4.27 Million - $4.69 Million	-75,997 Reduced 4.76%	1,521,852 $85.9 Million
Q2 2023 Aug 08, 2023	BUY	$57.9 - $61.26 $2,200 - $2,327	38 Added 0.0%	1,597,849 $94.2 Million
Q1 2023 Apr 26, 2023	BUY	$56.53 - $62.22 $524,372 - $577,152	9,276 Added 0.58%	1,597,811 $95.1 Million
Q4 2022 Feb 02, 2023	SELL	$48.03 - $57.76 $1.64 Million - $1.97 Million	-34,155 Reduced 2.1%	1,588,535 $89.7 Million
Q3 2022 Oct 13, 2022	BUY	$48.3 - $59.56 $945,714 - $1.17 Million	19,580 Added 1.22%	1,622,690 $79.2 Million
Q2 2022 Jul 22, 2022	BUY	$54.29 - $67.38 $1.91 Million - $2.37 Million	35,144 Added 2.24%	1,603,110 $87.5 Million
Q1 2022 May 10, 2022	BUY	$61.01 - $73.65 $2.52 Million - $3.04 Million	41,315 Added 2.71%	1,567,966 $104 Million
Q4 2021 Jan 14, 2022	BUY	$70.21 - $77.4 $2.77 Million - $3.05 Million	39,384 Added 2.65%	1,526,651 $112 Million
Q3 2021 Oct 14, 2021	BUY	$72.22 - $79.08 $3.13 Million - $3.43 Million	43,339 Added 3.0%	1,487,267 $111 Million
Q2 2021 Jul 14, 2021	BUY	$72.9 - $77.14 $1.89 Million - $1.99 Million	25,858 Added 1.82%	1,443,928 $107 Million
Q1 2021 Apr 23, 2021	BUY	$68.09 - $73.16 $4.75 Million - $5.1 Million	69,721 Added 5.17%	1,418,070 $102 Million
Q4 2020 Jan 22, 2021	BUY	$56.79 - $68.74 $4.86 Million - $5.88 Million	85,578 Added 6.78%	1,348,349 $92.2 Million
Q3 2020 Nov 05, 2020	BUY	$53.91 - $60.23 $4.16 Million - $4.65 Million	77,213 Added 6.51%	1,262,771 $74.5 Million
Q2 2020 Jul 15, 2020	BUY	$42.06 - $57.2 $16.6 Million - $22.6 Million	394,997 Added 49.96%	1,185,558 $63.6 Million
Q1 2020 Apr 10, 2020	BUY	$38.34 - $62.84 $28 Million - $45.8 Million	729,367 Added 1191.89%	790,561 $35.4 Million
Q4 2019 Jan 13, 2020	BUY	$55.92 - $62.67 $418,896 - $469,460	7,491 Added 13.95%	61,194 $3.81 Million
Q3 2019 Oct 29, 2019	SELL	$53.71 - $58.5 $45,223 - $49,257	-842 Reduced 1.54%	53,703 $3.07 Million
Q2 2019 Jul 10, 2019	SELL	$55.8 - $59.5 $181,740 - $193,791	-3,257 Reduced 5.63%	54,545 $3.13 Million
Q1 2019 Apr 10, 2019	SELL	$51.31 - $58.06 $444,857 - $503,380	-8,670 Reduced 13.04%	57,802 $3.32 Million
Q4 2018 Jan 15, 2019	SELL	$49.58 - $62.49 $481,372 - $606,715	-9,709 Reduced 12.74%	66,472 $3.45 Million
Q3 2018 Oct 09, 2018	SELL	$60.38 - $63.97 $222,500 - $235,729	-3,685 Reduced 4.61%	76,181 $4.75 Million
Q2 2018 Jul 13, 2018	SELL	$62.31 - $66.88 $427,010 - $458,328	-6,853 Reduced 7.9%	79,866 $5.01 Million
Q1 2018 May 25, 2018	BUY	$62.72 - $69.19 $21,512 - $23,732	343 Added 0.4%	86,719 $5.65 Million
Q1 2018 Apr 20, 2018	SELL	$62.72 - $69.19 $3.26 Million - $3.6 Million	-51,969 Reduced 37.56%	86,376 $5.78 Million
Q4 2017 Jan 18, 2018	SELL	$61.68 - $64.5 $578,064 - $604,494	-9,372 Reduced 6.34%	138,345 $8.92 Million
Q3 2017 Oct 13, 2017	BUY	$61.06 - $62.0 $9.02 Million - $9.16 Million	147,717	147,717 $9.16 Million

Others Institutions Holding SCZ

# of Institutions

769

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

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