Kathleen S. Wright Associates Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Kathleen S. Wright Associates Inc.

$247 Million
Q1 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 1,653 shares of SCZ stock, worth $123,065. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,653

Previous 1,694 2.42%

Holding current value

$123,065

Previous $102,000 2.94%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$59.28 - $66.1 $2,430 - $2,710	-41 Reduced 2.42%	1,653 $105,000
Q2 2024 Jul 17, 2024	BUY	$60.46 - $64.81 $102,419 - $109,788	1,694 New	1,694 $104,000
Q3 2023 Oct 20, 2023	SELL	$56.15 - $61.67 $7,299 - $8,017	-130 Reduced 74.29%	45 $2,000
Q2 2023 Jul 20, 2023	SELL	$57.9 - $61.26 $115 - $122	-2 Reduced 1.13%	175 $10,000
Q1 2023 Apr 21, 2023	BUY	$56.53 - $62.22 $2,656 - $2,924	47 Added 36.15%	177 $10,000
Q4 2022 Feb 01, 2023	BUY	$48.03 - $57.76 $6,243 - $7,508	130 New	130 $7,000
Q2 2022 Jul 15, 2022	SELL	$54.29 - $67.38 $11,129 - $13,812	-205 Reduced 60.12%	136 $7,000
Q1 2022 Apr 29, 2022	BUY	$61.01 - $73.65 $20,804 - $25,114	341 New	341 $23,000

Others Institutions Holding SCZ

# of Institutions

798

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

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Kathleen S. Wright Associates Inc. Ishares Tr Msci Eafe Small Cap Transaction History