Willow Creek Wealth Management Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Willow Creek Wealth Management Inc.

$1.06 Billion
Q2 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 3,173 shares of SCZ stock, worth $236,229. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,173

Previous 3,283 3.35%

Holding current value

$236,229

Previous $208,000 10.58%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$57.14 - $72.68 $6,285 - $7,994	-110 Reduced 3.35%	3,173 $230,000
Q1 2025 Jul 16, 2025	BUY	$59.28 - $66.1 $194,616 - $217,006	3,283 New	3,283 $208,000
Q2 2022 Aug 16, 2022	SELL	$54.29 - $67.38 $172,262 - $213,796	-3,173 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$68.09 - $73.16 $61,281 - $65,844	-900 Reduced 22.1%	3,173 $228,000
Q4 2020 Feb 23, 2021	SELL	$56.79 - $68.74 $2,612 - $3,162	-46 Reduced 1.12%	4,073 $278,000
Q2 2020 Aug 11, 2020	BUY	$42.06 - $57.2 $173,245 - $235,606	4,119 New	4,119 $221,000
Q1 2020 May 07, 2020	SELL	$38.34 - $62.84 $288,968 - $473,625	-7,537 Closed	0 $0
Q4 2019 Feb 03, 2020	SELL	$55.92 - $62.67 $155,960 - $174,786	-2,789 Reduced 27.01%	7,537 $469,000
Q3 2019 Oct 15, 2019	SELL	$53.71 - $58.5 $6,445 - $7,020	-120 Reduced 1.15%	10,326 $591,000
Q2 2019 Jul 22, 2019	BUY	$55.8 - $59.5 $189,831 - $202,419	3,402 Added 48.3%	10,446 $600,000
Q1 2019 Apr 25, 2019	BUY	$51.31 - $58.06 $13,597 - $15,385	265 Added 3.91%	7,044 $405,000
Q4 2018 Jan 31, 2019	BUY	$49.58 - $62.49 $1,834 - $2,312	37 Added 0.55%	6,779 $351,000
Q3 2018 Oct 16, 2018	BUY	$60.38 - $63.97 $241 - $255	4 Added 0.06%	6,742 $420,000
Q2 2018 Jul 17, 2018	BUY	$62.31 - $66.88 $2,928 - $3,143	47 Added 0.7%	6,738 $423,000
Q1 2018 Apr 26, 2018	BUY	$62.72 - $69.19 $419,659 - $462,950	6,691 New	6,691 $436,000

Others Institutions Holding SCZ

# of Institutions

799

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

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Willow Creek Wealth Management Inc. Ishares Tr Msci Eafe Small Cap Transaction History