Kfa Private Wealth Group, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Kfa Private Wealth Group, LLC

$239 Million
Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 4,385 shares of SCZ stock, worth $270,510. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,385

Previous 4,122 6.38%

Holding current value

$270,510

Previous $279,000 4.66%

% of portfolio

0.11%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$60.13 - $67.31 $15,814 - $17,702	263 Added 6.38%	4,385 $266,000
Q3 2024 Oct 18, 2024	SELL	$60.13 - $68.17 $4,509 - $5,112	-75 Reduced 1.79%	4,122 $279,000
Q2 2024 Aug 07, 2024	SELL	$60.46 - $64.81 $236,579 - $253,601	-3,913 Reduced 48.25%	4,197 $258,000
Q1 2024 May 01, 2024	SELL	$59.15 - $63.58 $3,844 - $4,132	-65 Reduced 0.8%	8,110 $513,000
Q4 2023 Feb 02, 2024	SELL	$52.38 - $61.98 $8,852 - $10,474	-169 Reduced 2.03%	8,175 $506,000
Q2 2023 Jul 18, 2023	BUY	$57.9 - $61.26 $4,689 - $4,962	81 Added 0.98%	8,344 $492,000
Q1 2023 May 05, 2023	BUY	$56.53 - $62.22 $131,771 - $145,034	2,331 Added 39.3%	8,263 $491,000
Q4 2022 Jan 31, 2023	SELL	$48.03 - $57.76 $131,362 - $157,973	-2,735 Reduced 31.56%	5,932 $335,000
Q3 2022 Nov 02, 2022	SELL	$48.3 - $59.56 $1,642 - $2,025	-34 Reduced 0.39%	8,667 $423,000
Q2 2022 Jul 18, 2022	BUY	$54.29 - $67.38 $4,343 - $5,390	80 Added 0.93%	8,701 $475,000
Q1 2022 May 02, 2022	BUY	$61.01 - $73.65 $7,809 - $9,427	128 Added 1.51%	8,621 $572,000
Q4 2021 Jan 26, 2022	BUY	$70.21 - $77.4 $60,872 - $67,105	867 Added 11.37%	8,493 $621,000
Q3 2021 Oct 18, 2021	BUY	$72.22 - $79.08 $53,587 - $58,677	742 Added 10.78%	7,626 $567,000
Q2 2021 Jul 22, 2021	SELL	$72.9 - $77.14 $188,300 - $199,252	-2,583 Reduced 27.28%	6,884 $510,000
Q1 2021 May 06, 2021	BUY	$68.09 - $73.16 $19,678 - $21,143	289 Added 3.15%	9,467 $680,000
Q4 2020 Mar 08, 2021	SELL	$56.79 - $68.74 $5,962 - $7,217	-105 Reduced 1.13%	9,178 $627,000
Q3 2020 Nov 04, 2020	BUY	$53.91 - $60.23 $143,993 - $160,874	2,671 Added 40.4%	9,283 $548,000
Q2 2020 Jul 28, 2020	SELL	$42.06 - $57.2 $121,132 - $164,736	-2,880 Reduced 30.34%	6,612 $355,000
Q1 2020 Apr 23, 2020	BUY	$38.34 - $62.84 $35,924 - $58,881	937 Added 10.95%	9,492 $426,000
Q4 2019 Jan 28, 2020	BUY	$55.92 - $62.67 $478,395 - $536,141	8,555 New	8,555 $533,000

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.5M

Call Options Held

13.7K

Put Options Held

6.6K

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Kfa Private Wealth Group, LLC Ishares Tr Msci Eafe Small Cap Transaction History