CM WEALTH ADVISORS LLC SCZ Holdings History
CM WEALTH ADVISORS LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 4,508.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $286,390.00. This investment constitutes 0.09% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2024Q1. And since then CM WEALTH ADVISORS LLC has made 3 purchases of SCZ, at an average price of $61.41, for a total of 207,124.00 shares. In addition, there have been 2 sales at an average price of $62.75 for 202,616.00 shares. Based on historical transaction data and SCZ's current price of $74.53, CM WEALTH ADVISORS LLC's estimated gain on his SCZ holdings is $328,906.56, reflecting a 2.59% gain to date.
CM WEALTH ADVISORS LLC SCZ ($74.53) Holding Chart
CM WEALTH ADVISORS LLC 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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