Number of Shares
129,532.00
Current Holdings Value*
$9.41 Mil
% of Portfolio
4.86%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
34.80%

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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