Number of Shares
247,980.00
Current Holdings Value*
$18.02 Mil
% of Portfolio
8.67%
Total Estimate Gain
$483,007.42
% of Total Estimate Gain
2.44%

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

As of 2025-06-30, Shore Point Advisors, LLC held 247,980.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $18.02 Mil. This investment constitutes 8.67% of their stock portfolio, and Shore Point Advisors, LLC now holds 0.17% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.

The initial trade took place in 2021Q4. And since then Shore Point Advisors, LLC has made 9 purchases of SCZ, at an average price of $69.31, for a total of 285,643.00 shares. In addition, there have been 4 sales at an average price of $59.72 for 37,663.00 shares. Based on historical transaction data and SCZ's current price of $72.71, Shore Point Advisors, LLC's estimated gain on his SCZ holdings is $483,007.42, reflecting a 2.44% gain to date.

Shore Point Advisors, LLC SCZ ($72.71) Holding Chart

Shore Point Advisors, 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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