Clarfeld Financial Advisors, LLC SCZ Holdings History
Number of Shares
86,500.00
Current Holdings Value*
$4.48 Mil
% of Portfolio
3.81%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
30.21%
Clarfeld Financial Advisors, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2018-12-31, Clarfeld Financial Advisors, LLC held 86,500.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $4.48 Mil. This investment constitutes 3.81% of their stock portfolio, and Clarfeld Financial Advisors, LLC now holds 0.04% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2018Q4. Based on historical transaction data and SCZ's current price of $72.62, Clarfeld Financial Advisors, LLC's estimated gain on his SCZ holdings is $1.46 Mil, reflecting a 30.21% gain to date.
Clarfeld Financial Advisors, LLC SCZ ($72.62) Holding Chart
Clarfeld Financial Advisors, LLC SCZ ($72.62) 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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