Up Strategic Wealth Investment Advisors LLC Ishares Tr Msci Eafe Small Cap Transaction History

Up Strategic Wealth Investment Advisors LLC

$133 Billion
Q3 2025

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 3,451 shares of SCZ stock, worth $263,483. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,451

Previous 3,569 3.31%

Holding current value

$263,483

Previous $259 Million 1.71%

% of portfolio

0.2%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	SELL	$72.04 - $77.35 $8,500 - $9,127	-118 Reduced 3.31%	3,451 $264 Million
Q4 2024 Feb 14, 2025	SELL	$60.13 - $67.31 $92,840 - $103,926	-1,544 Reduced 30.2%	3,569 $217 Million
Q2 2024 Aug 12, 2024	BUY	$60.46 - $64.81 $40,145 - $43,033	664 Added 14.92%	5,113 $315 Million
Q1 2024 May 15, 2024	SELL	$59.15 - $63.58 $9,523 - $10,236	-161 Reduced 3.49%	4,449 $282 Million
Q4 2023 Feb 13, 2024	BUY	$52.38 - $61.98 $241,471 - $285,727	4,610 New	4,610 $285 Million

Others Institutions Holding SCZ

# of Institutions

812

Shares Held

105M

Call Options Held

6.3K

Put Options Held

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
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Up Strategic Wealth Investment Advisors LLC Ishares Tr Msci Eafe Small Cap Transaction History