Merriman Wealth Management, LLC SCZ Holdings History
Merriman Wealth Management, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 65,739.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $3.99 Mil. This investment constitutes 0.17% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0.05% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2013Q4. And since then Merriman Wealth Management, LLC has made 8 purchases of SCZ, at an average price of $55.32, for a total of 851,778.00 shares. In addition, there have been 22 sales at an average price of $58.99 for 786,039.00 shares. Based on historical transaction data and SCZ's current price of $66.49, Merriman Wealth Management, LLC's estimated gain on his SCZ holdings is $3.62 Mil, reflecting a 7.69% gain to date.
Merriman Wealth Management, LLC SCZ ($66.49) Holding Chart
Merriman Wealth Management, LLC SCZ ($66.49) 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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