Fairhaven Wealth Management, LLC SCZ Holdings History
Fairhaven Wealth Management, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held 126,327.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $7.67 Mil. This investment constitutes 2.4% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0.09% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2018Q4. And since then Fairhaven Wealth Management, LLC has made 16 purchases of SCZ, at an average price of $57.11, for a total of 183,390.00 shares. In addition, there have been 7 sales at an average price of $58.16 for 57,063.00 shares. Based on historical transaction data and SCZ's current price of $72.62, Fairhaven Wealth Management, LLC's estimated gain on his SCZ holdings is $2.02 Mil, reflecting a 19.27% gain to date.
Fairhaven Wealth Management, LLC SCZ ($72.62) Holding Chart
Fairhaven Wealth Management, 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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