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

Morris Financial Concepts, Inc.

  • $194 Million
  • Q1 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 42,769 shares of SCZ stock, worth $2.68 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
42,769
Previous 53,266 19.71%
Holding current value
$2.68 Million
Previous $3.3 Million 17.86%
% of portfolio
1.4%
Previous 1.9%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$50.25 - $57.76 $112,509 - $129,324
-2,239 Reduced 3.92%
54,916 $0
Q3 2022

Oct 25, 2022
SELL
$49.8 - $59.56 $5,926 - $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
719
Shares Held
110M
Call Options Held
12.6K
Put Options Held
22.8K
View Full List

About ISHARES TR MSCI EAFE SMALL CAP

SCZ Quotes by TradingView
  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
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