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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