Shakespeare Wealth Management, LLC SCZ Holdings History
Shakespeare Wealth Management, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 290,415.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $18.45 Mil. This investment constitutes 4.94% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.2% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2018Q2. And since then Shakespeare Wealth Management, LLC has made 24 purchases of SCZ, at an average price of $62.11, for a total of 386,115.00 shares. In addition, there have been 4 sales at an average price of $60.92 for 95,700.00 shares. Based on historical transaction data and SCZ's current price of $73.67, Shakespeare Wealth Management, LLC's estimated gain on his SCZ holdings is $3.24 Mil, reflecting a 13.52% gain to date.
Shakespeare Wealth Management, LLC SCZ ($73.67) Holding Chart
Shakespeare Wealth Management, LLC SCZ ($73.67) 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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