My Personal CFO, LLC SCZ Holdings History
My Personal CFO, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, My Personal CFO, LLC held 65,379.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $4.15 Mil. This investment constitutes 2.09% of their stock portfolio, and My Personal CFO, LLC now holds 0.05% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2021Q4. And since then My Personal CFO, LLC has made 8 purchases of SCZ, at an average price of $67.29, for a total of 98,878.00 shares. In addition, there have been 5 sales at an average price of $57.62 for 33,499.00 shares. Based on historical transaction data and SCZ's current price of $72.62, My Personal CFO, LLC's estimated gain on his SCZ holdings is $24,916.41, reflecting a 0.37% gain to date.
My Personal CFO, LLC SCZ ($72.62) Holding Chart
My Personal CFO, LLC SCZ ($72.62) 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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