Sax Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 17,039 shares of SCZ stock, worth $1.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

17,039

Previous 15,530 9.72%

Holding current value

$1.19 Million

Previous $943,000 14.74%

% of portfolio

0.08%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$59.28 - $66.1 $89,453 - $99,744	1,509 Added 9.72%	17,039 $1.08 Million
Q4 2024 Jan 15, 2025	BUY	$60.13 - $67.31 $12,386 - $13,865	206 Added 1.34%	15,530 $943,000
Q3 2024 Oct 17, 2024	SELL	$60.13 - $68.17 $8,899 - $10,089	-148 Reduced 0.96%	15,324 $1.04 Million
Q2 2024 Jul 12, 2024	BUY	$60.46 - $64.81 $61,850 - $66,300	1,023 Added 7.08%	15,472 $953,000
Q1 2024 May 13, 2024	SELL	$59.15 - $63.58 $25,966 - $27,911	-439 Reduced 2.95%	14,449 $915,000
Q4 2023 Feb 14, 2024	SELL	$52.38 - $61.98 $27,289 - $32,291	-521 Reduced 3.38%	14,888 $921,000
Q3 2023 Nov 07, 2023	SELL	$56.15 - $61.67 $13,195 - $14,492	-235 Reduced 1.5%	15,409 $870,000
Q2 2023 Aug 10, 2023	SELL	$57.9 - $61.26 $5,211 - $5,513	-90 Reduced 0.57%	15,644 $922,000
Q4 2022 Feb 06, 2023	SELL	$48.03 - $57.76 $29,298 - $35,233	-610 Reduced 3.73%	15,734 $888,000
Q3 2022 Nov 08, 2022	SELL	$48.3 - $59.56 $31,394 - $38,714	-650 Reduced 3.82%	16,344 $797,000
Q2 2022 Aug 11, 2022	SELL	$54.29 - $67.38 $57,221 - $71,018	-1,054 Reduced 5.84%	16,994 $928,000
Q1 2022 Aug 11, 2022	SELL	$61.01 - $73.65 $17,265 - $20,842	-283 Reduced 1.54%	18,048 $1.2 Million
Q1 2022 Apr 20, 2022	SELL	$61.01 - $73.65 $1.44 Million - $1.73 Million	-23,529 Reduced 56.21%	18,331 $1.22 Million
Q4 2021 Feb 07, 2022	SELL	$70.21 - $77.4 $25,416 - $28,018	-362 Reduced 0.86%	41,860 $3.06 Million
Q3 2021 Dec 10, 2021	BUY	$72.22 - $79.08 $6,499 - $7,117	90 Added 0.21%	42,222 $3.14 Million
Q2 2021 Aug 12, 2021	BUY	$72.9 - $77.14 $47,603 - $50,372	653 Added 1.57%	42,132 $3.12 Million
Q1 2021 May 14, 2021	SELL	$68.09 - $73.16 $26,418 - $28,386	-388 Reduced 0.93%	41,479 $2.98 Million
Q4 2020 Feb 16, 2021	BUY	$56.79 - $68.74 $2.38 Million - $2.88 Million	41,867 New	41,867 $2.86 Million

Others Institutions Holding SCZ

# of Institutions

769

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
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Sax Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History