Shore Point Advisors, LLC SCZ Holdings History
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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