Number of Shares
257,341.00
Current Holdings Value*
$11.54 Mil
% of Portfolio
5.27%
Total Estimate Gain
$6.32 Mil
% of Total Estimate Gain
30.61%

Stratford Consulting, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary

As of 2020-03-31, Stratford Consulting, LLC held 257,341.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $11.54 Mil. This investment constitutes 5.27% of their stock portfolio, and Stratford Consulting, LLC now holds 0.13% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.

The initial trade took place in 2013Q4. And since then Stratford Consulting, LLC has made 12 purchases of SCZ, at an average price of $51.91, for a total of 397,517.00 shares. In addition, there have been 6 sales at an average price of $57.90 for 140,176.00 shares. Based on historical transaction data and SCZ's current price of $73.19, Stratford Consulting, LLC's estimated gain on his SCZ holdings is $6.32 Mil, reflecting a 30.61% gain to date.

Stratford Consulting, LLC SCZ ($73.19) Holding Chart

Stratford Consulting, LLC SCZ ($73.19) 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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