Forvis Mazars Wealth Advisors, LLC SCZ Holdings History
Forvis Mazars Wealth Advisors, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 689,995.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $43.84 Mil. This investment constitutes 1.05% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.48% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2013Q3. And since then Forvis Mazars Wealth Advisors, LLC has made 19 purchases of SCZ, at an average price of $53.86, for a total of 2.39 Mil shares. In addition, there have been 26 sales at an average price of $56.66 for 1.70 Mil shares. Based on historical transaction data and SCZ's current price of $73.02, Forvis Mazars Wealth Advisors, LLC's estimated gain on his SCZ holdings is $17.97 Mil, reflecting a 13.98% gain to date.
Forvis Mazars Wealth Advisors, LLC SCZ ($73.02) Holding Chart
Forvis Mazars Wealth Advisors, LLC SCZ ($73.02) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
