FSM Wealth Advisors, LLC SCZ Holdings History
FSM Wealth Advisors, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 157,879.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $10.03 Mil. This investment constitutes 2.26% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.11% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 11 purchases of SCZ, at an average price of $60.96, for a total of 157,879.00 shares. Based on historical transaction data and SCZ's current price of $72.71, FSM Wealth Advisors, LLC's estimated gain on his SCZ holdings is $1.86 Mil, reflecting a 19.28% gain to date.
FSM Wealth Advisors, LLC SCZ ($72.71) Holding Chart
FSM Wealth Advisors, LLC SCZ ($72.71) 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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