Sound Stewardship, LLC SCZ Holdings History
Sound Stewardship, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-06-30, Sound Stewardship, LLC held 129,532.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $9.41 Mil. This investment constitutes 4.86% of their stock portfolio, and Sound Stewardship, LLC now holds 0.09% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2022Q4. And since then Sound Stewardship, LLC has made 9 purchases of SCZ, at an average price of $55.51, for a total of 129,565.00 shares. In addition, there have been 1 sales at an average price of $59.81 for 33.00 shares. Based on historical transaction data and SCZ's current price of $74.83, Sound Stewardship, LLC's estimated gain on his SCZ holdings is $2.50 Mil, reflecting a 34.80% gain to date.
Sound Stewardship, LLC SCZ ($74.83) Holding Chart
Sound Stewardship, LLC SCZ ($74.83) 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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