Foundation Wealth Management, LLC SCZ Holdings History
Foundation Wealth Management, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, Foundation Wealth Management, LLC held 31,997.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $2.03 Mil. This investment constitutes 1.59% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 1 purchases of SCZ, at an average price of $54.10, for a total of 76,965.00 shares. In addition, there have been 8 sales at an average price of $59.80 for 44,968.00 shares. Based on historical transaction data and SCZ's current price of $72.71, Foundation Wealth Management, LLC's estimated gain on his SCZ holdings is $851,834.84, reflecting a 20.46% gain to date.
Foundation Wealth Management, LLC SCZ ($72.71) Holding Chart
Foundation Wealth Management, 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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