Number of Shares
271,584.00
Current Holdings Value*
$13.25 Mil
% of Portfolio
4.66%
Total Estimate Gain
$4.23 Mil
% of Total Estimate Gain
25.11%

Radnor Financial Advisors, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary

As of 2022-09-30, Radnor Financial Advisors, LLC held 271,584.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $13.25 Mil. This investment constitutes 4.66% of their stock portfolio, and Radnor Financial Advisors, LLC now holds 0.14% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.

The initial trade took place in 2019Q4. And since then Radnor Financial Advisors, LLC has made 7 purchases of SCZ, at an average price of $58.37, for a total of 288,245.00 shares. In addition, there have been 4 sales at an average price of $60.81 for 16,661.00 shares. Based on historical transaction data and SCZ's current price of $73.78, Radnor Financial Advisors, LLC's estimated gain on his SCZ holdings is $4.23 Mil, reflecting a 25.11% gain to date.

Radnor Financial Advisors, LLC SCZ ($73.78) Holding Chart

Radnor Financial Advisors, LLC SCZ ($73.78) 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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