Wealthspire Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Wealthspire Advisors, LLC

$17.6 Billion
Q2 2025

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 6,140 shares of SCZ stock, worth $477,139. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,140

Previous 6,021 1.98%

Holding current value

$477,139

Previous $382,000 16.75%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$57.14 - $72.68 $6,799 - $8,648	119 Added 1.98%	6,140 $446,000
Q1 2025 May 09, 2025	SELL	$59.28 - $66.1 $26,438 - $29,480	-446 Reduced 6.9%	6,021 $382,000
Q4 2024 Feb 03, 2025	SELL	$60.13 - $67.31 $42,030 - $47,049	-699 Reduced 9.75%	6,467 $392,000
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

# of Institutions

809

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

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