Morris Financial Concepts, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Morris Financial Concepts, Inc.

$229 Million
Q3 2024

A detailed history of Morris Financial Concepts, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 31,147 shares of SCZ stock, worth $1.87 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

31,147

Previous 37,174 16.21%

Holding current value

$1.87 Million

Previous $2.29 Million 7.99%

% of portfolio

0.92%

Previous 1.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$60.13 - $68.17 $362,403 - $410,860	-6,027 Reduced 16.21%	31,147 $2.11 Million
Q2 2024 Jul 29, 2024	SELL	$60.46 - $64.81 $338,273 - $362,611	-5,595 Reduced 13.08%	37,174 $2.29 Million
Q1 2024 Apr 18, 2024	SELL	$59.15 - $63.58 $620,897 - $667,399	-10,497 Reduced 19.71%	42,769 $2.71 Million
Q4 2023 Jan 29, 2024	BUY	$52.38 - $61.98 $65,370 - $77,351	1,248 Added 2.4%	53,266 $3.3 Million
Q3 2023 Oct 24, 2023	BUY	$56.15 - $61.67 $3,762 - $4,131	67 Added 0.13%	52,018 $2.94 Million
Q2 2023 Aug 09, 2023	SELL	$57.9 - $61.26 $79,844 - $84,477	-1,379 Reduced 2.59%	51,951 $3.06 Million
Q1 2023 May 10, 2023	SELL	$56.53 - $62.22 $89,656 - $98,680	-1,586 Reduced 2.89%	53,330 $3.17 Million
Q4 2022 Jan 19, 2023	SELL	$48.03 - $57.76 $107,539 - $129,324	-2,239 Reduced 3.92%	54,916 $0
Q3 2022 Oct 25, 2022	SELL	$48.3 - $59.56 $5,747 - $7,087	-119 Reduced 0.21%	57,155 $2.79 Million
Q2 2022 Jul 25, 2022	BUY	$54.29 - $67.38 $225,303 - $279,627	4,150 Added 7.81%	57,274 $3.13 Million
Q1 2022 Apr 29, 2022	BUY	$61.01 - $73.65 $175,098 - $211,375	2,870 Added 5.71%	53,124 $3.52 Million
Q4 2021 Feb 15, 2022	BUY	$70.21 - $77.4 $3.53 Million - $3.89 Million	50,254 New	50,254 $3.67 Million

Others Institutions Holding SCZ

# of Institutions

747

Shares Held

95.7M

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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Morris Financial Concepts, Inc. Ishares Tr Msci Eafe Small Cap Transaction History