Simplicity Wealth,Llc Ishares Tr Msci Eafe Small Cap Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Simplicity Wealth,Llc holds 13,930 shares of SCZ stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,930

Previous 7,500 85.73%

Holding current value

$1.07 Million

Previous $482,000 109.96%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$57.14 - $72.68 $367,410 - $467,332	6,430 Added 85.73%	13,930 $1.01 Million
Q1 2025 Apr 14, 2025	BUY	$59.28 - $66.1 $444,600 - $495,749	7,500 New	7,500 $482,000
Q3 2024 Oct 09, 2024	SELL	$60.13 - $68.17 $3.88 Million - $4.4 Million	-64,526 Reduced 95.01%	3,386 $229,000
Q2 2024 Jul 10, 2024	BUY	$60.46 - $64.81 $559,013 - $599,233	9,246 Added 15.76%	67,912 $4.19 Million
Q1 2024 Apr 24, 2024	BUY	$59.15 - $63.58 $3.25 Million - $3.49 Million	54,901 Added 1458.19%	58,666 $3.72 Million
Q4 2023 Jan 29, 2024	BUY	$52.38 - $61.98 $197,210 - $233,354	3,765 New	3,765 $233,000

Others Institutions Holding SCZ

# of Institutions

812

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

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Simplicity Wealth,Llc Ishares Tr Msci Eafe Small Cap Transaction History