Financial Advisory Corp SCZ Holdings History
Number of Shares
639,573.00
Current Holdings Value*
$46.48 Mil
% of Portfolio
7.13%
Total Estimate Gain
$6.51 Mil
% of Total Estimate Gain
14.39%
Financial Advisory Corp's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-06-30, Financial Advisory Corp held 639,573.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $46.48 Mil. This investment constitutes 7.13% of their stock portfolio, and Financial Advisory Corp now holds 0.45% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $63.76 for 72,171.00 shares. Based on historical transaction data and SCZ's current price of $73.70, Financial Advisory Corp's estimated gain on his SCZ holdings is $6.51 Mil, reflecting a 14.39% gain to date.
Financial Advisory Corp SCZ ($73.70) Holding Chart
Financial Advisory Corp SCZ ($73.70) 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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