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

Morris Financial Concepts, Inc.

$234 Million
Q1 2025

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 27,726 shares of SCZ stock, worth $2.06 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

27,726

Previous 29,652 6.5%

Holding current value

$2.06 Million

Previous $1.8 Million 2.22%

% of portfolio

0.75%

Previous 0.78%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$59.28 - $66.1 $114,173 - $127,308	-1,926 Reduced 6.5%	27,726 $1.76 Million
Q4 2024 Jan 29, 2025	SELL	$60.13 - $67.31 $89,894 - $100,628	-1,495 Reduced 4.8%	29,652 $1.8 Million
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

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