A detailed history of Wealthspire Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,166 shares of SCZ stock, worth $430,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,166
Previous 6,989 2.53%
Holding current value
$430,891
Previous $430,000 12.79%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$60.13 - $68.17 $10,643 - $12,066
177 Added 2.53%
7,166 $485,000
Q2 2024

Aug 08, 2024

SELL
$60.46 - $64.81 $919,657 - $985,824
-15,211 Reduced 68.52%
6,989 $430,000
Q1 2024

May 06, 2024

BUY
$59.15 - $63.58 $3,430 - $3,687
58 Added 0.26%
22,200 $1.41 Million
Q4 2023

Feb 06, 2024

SELL
$52.38 - $61.98 $215,491 - $254,985
-4,114 Reduced 15.67%
22,142 $1.37 Million
Q2 2023

Jul 31, 2023

BUY
$57.9 - $61.26 $22,754 - $24,075
393 Added 1.52%
26,256 $1.55 Million
Q1 2023

May 09, 2023

BUY
$56.53 - $62.22 $17,015 - $18,728
301 Added 1.18%
25,863 $1.54 Million
Q4 2022

Feb 13, 2023

SELL
$48.03 - $57.76 $33,476 - $40,258
-697 Reduced 2.65%
25,562 $1.44 Million
Q3 2022

Nov 14, 2022

BUY
$48.3 - $59.56 $33,665 - $41,513
697 Added 2.73%
26,259 $1.28 Million
Q2 2022

Aug 09, 2022

BUY
$54.29 - $67.38 $1.39 Million - $1.72 Million
25,562 New
25,562 $1.4 Million
Q4 2021

Feb 14, 2022

SELL
$70.21 - $77.4 $1.7 Million - $1.87 Million
-24,200 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$72.22 - $79.08 $1.75 Million - $1.91 Million
24,200 New
24,200 $1.8 Million
Q1 2021

May 17, 2021

SELL
$68.09 - $73.16 $277,262 - $297,907
-4,072 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$56.79 - $68.74 $231,248 - $279,909
4,072 New
4,072 $278,000

Others Institutions Holding SCZ

About ISHARES TR MSCI EAFE SMALL CAP


  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.