Number of Shares
177,974.00
Current Holdings Value*
$12.94 Mil
% of Portfolio
4.83%
Total Estimate Gain
$2.05 Mil
% of Total Estimate Gain
8.48%

Brand Asset Management Group, Inc.'s iShares MSCI EAFE Small-Cap ETF Holding Summary

As of 2025-06-30, Brand Asset Management Group, Inc. held 177,974.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $12.94 Mil. This investment constitutes 4.83% of their stock portfolio, and Brand Asset Management Group, Inc. now holds 0.12% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.

The initial trade took place in 2018Q2. And since then Brand Asset Management Group, Inc. has made 17 purchases of SCZ, at an average price of $63.51, for a total of 381,168.00 shares. In addition, there have been 11 sales at an average price of $63.96 for 203,194.00 shares. Based on historical transaction data and SCZ's current price of $74.53, Brand Asset Management Group, Inc.'s estimated gain on his SCZ holdings is $2.05 Mil, reflecting a 8.48% gain to date.

Brand Asset Management Group, Inc. SCZ ($74.53) Holding Chart

Brand Asset Management Group, Inc. SCZ ($74.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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