Wescott Financial Advisory Group, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Wescott Financial Advisory Group, LLC

$857 Million
Q1 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 24,959 shares of SCZ stock, worth $1.74 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

24,959

Previous 24,706 1.02%

Holding current value

$1.74 Million

Previous $1.5 Million 5.67%

% of portfolio

0.19%

Previous 0.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$59.28 - $66.1 $14,997 - $16,723	253 Added 1.02%	24,959 $1.59 Million
Q4 2024 Feb 12, 2025	BUY	$60.13 - $67.31 $113,345 - $126,879	1,885 Added 8.26%	24,706 $1.5 Million
Q3 2024 Nov 12, 2024	SELL	$60.13 - $68.17 $32,891 - $37,288	-547 Reduced 2.34%	22,821 $1.54 Million
Q2 2024 Aug 14, 2024	BUY	$60.46 - $64.81 $99,819 - $107,001	1,651 Added 7.6%	23,368 $1.44 Million
Q1 2024 May 13, 2024	SELL	$59.15 - $63.58 $286,167 - $307,600	-4,838 Reduced 18.22%	21,717 $1.38 Million
Q4 2023 Feb 13, 2024	SELL	$52.38 - $61.98 $118,902 - $140,694	-2,270 Reduced 7.88%	26,555 $1.64 Million
Q3 2023 Nov 09, 2023	BUY	$56.15 - $61.67 $59,294 - $65,123	1,056 Added 3.8%	28,825 $1.63 Million
Q2 2023 Aug 11, 2023	SELL	$57.9 - $61.26 $64,442 - $68,182	-1,113 Reduced 3.85%	27,769 $1.64 Million
Q1 2023 May 10, 2023	BUY	$56.53 - $62.22 $42,284 - $46,540	748 Added 2.66%	28,882 $1.72 Million
Q4 2022 Feb 06, 2023	SELL	$48.03 - $57.76 $37,991 - $45,688	-791 Reduced 2.73%	28,134 $1.59 Million
Q3 2022 Nov 14, 2022	BUY	$48.3 - $59.56 $112,732 - $139,013	2,334 Added 8.78%	28,925 $1.41 Million
Q2 2022 Jul 28, 2022	BUY	$54.29 - $67.38 $30,185 - $37,463	556 Added 2.14%	26,591 $1.45 Million
Q1 2022 May 16, 2022	BUY	$61.01 - $73.65 $579,778 - $699,895	9,503 Added 57.48%	26,035 $1.73 Million
Q4 2021 Jan 31, 2022	BUY	$70.21 - $77.4 $47,602 - $52,477	678 Added 4.28%	16,532 $1.21 Million
Q3 2021 Oct 29, 2021	BUY	$72.22 - $79.08 $14,877 - $16,290	206 Added 1.32%	15,854 $1.18 Million
Q2 2021 Aug 10, 2021	BUY	$72.9 - $77.14 $6,925 - $7,328	95 Added 0.61%	15,648 $1.18 Million
Q1 2021 Jun 25, 2021	SELL	$68.09 - $73.16 $680 - $731	-10 Reduced 0.06%	15,553 $1.12 Million
Q4 2020 Jun 25, 2021	BUY	$56.79 - $68.74 $883,822 - $1.07 Million	15,563 New	15,563 $1.06 Million

Others Institutions Holding SCZ

# of Institutions

770

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

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Wescott Financial Advisory Group, LLC Ishares Tr Msci Eafe Small Cap Transaction History