Number of Shares
18,601.00
Current Holdings Value*
$1.18 Mil
% of Portfolio
0.34%
Total Estimate Gain
$334,567.81
% of Total Estimate Gain
5.97%

Guidance Point Advisors, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary

As of 2025-03-31, Guidance Point Advisors, LLC held 18,601.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $1.18 Mil. This investment constitutes 0.34% of their stock portfolio, and Guidance Point Advisors, LLC now holds 0.01% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.

The initial trade took place in 2018Q4. And since then Guidance Point Advisors, LLC has made 12 purchases of SCZ, at an average price of $57.78, for a total of 96,922.00 shares. In addition, there have been 14 sales at an average price of $58.39 for 78,321.00 shares. Based on historical transaction data and SCZ's current price of $73.22, Guidance Point Advisors, LLC's estimated gain on his SCZ holdings is $334,567.81, reflecting a 5.97% gain to date.

Guidance Point Advisors, LLC SCZ ($73.22) Holding Chart

Guidance Point Advisors, LLC SCZ ($73.22) 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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