Moneta Group Investment Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.8M | Buy |
469,189
+22,285
| +5% | +$1.81M | 0.28% | 50 |
|
|
2025
Q4 | $34.6M | Sell |
446,904
-21,651
| -5% | -$1.66M | 0.26% | 52 |
|
|
2025
Q3 | $35.9M | Sell |
468,555
-2,124
| -0.5% | -$159K | 0.29% | 51 |
|
|
2025
Q2 | $34.2M | Sell |
470,679
-2,616
| -0.6% | -$177K | 0.41% | 48 |
|
|
2025
Q1 | $30.1M | Buy |
473,295
+12,956
| +3% | +$818K | 0.41% | 47 |
|
|
2024
Q4 | $28M | Sell |
460,339
-13,249
| -3% | -$843K | 0.39% | 47 |
|
|
2024
Q3 | $32.1M | Sell |
473,588
-5,718
| -1% | -$368K | 0.47% | 44 |
|
|
2024
Q2 | $29.5M | Sell |
479,306
-142
| -0% | -$8.9K | 0.47% | 45 |
|
|
2024
Q1 | $30.4M | Buy |
479,448
+67,101
| +16% | +$4.1M | 0.49% | 43 |
|
|
2023
Q4 | $25.5M | Buy |
412,347
+374
| +0.1% | +$21.4K | 0.5% | 43 |
|
|
2023
Q3 | $23.3M | Buy |
411,973
+10,623
| +3% | +$627K | 0.53% | 41 |
|
|
2023
Q2 | $23.7M | Buy |
401,350
+32,192
| +9% | +$1.93M | 0.52% | 41 |
|
|
2023
Q1 | $22M | Buy |
369,158
+65,325
| +22% | +$3.88M | 0.53% | 41 |
|
|
2022
Q4 | $18.6M | Sell |
303,833
-28,414
| -9% | -$1.53M | 0.51% | 42 |
|
|
2022
Q3 | $16.2M | Sell |
332,247
-24,119
| -7% | -$1.32M | 0.62% | 41 |
|
|
2022
Q2 | $19.5M | Buy |
356,366
+32,308
| +10% | +$1.95M | 0.66% | 37 |
|
|
2022
Q1 | $21.5M | Buy |
324,058
+21,472
| +7% | +$1.46M | 0.84% | 36 |
|
|
2021
Q4 | $22.1M | Buy |
302,586
+5,825
| +2% | +$433K | 0.9% | 31 |
|
|
2021
Q3 | $22.1M | Buy |
296,761
+17,001
| +6% | +$1.29M | 1.02% | 27 |
|
|
2021
Q2 | $20.7M | Buy |
279,760
+15,659
| +6% | +$1.18M | 0.96% | 29 |
|
|
2021
Q1 | $19M | Buy |
264,101
+86,866
| +49% | +$6.17M | 1% | 26 |
|
|
2020
Q4 | $12.1M | Buy |
177,235
+2,680
| +2% | +$169K | 0.87% | 30 |
|
|
2020
Q3 | $10.3M | Sell |
174,555
-29,287
| -14% | -$1.68M | 0.9% | 32 |
|
|
2020
Q2 | $10.9M | Sell |
203,842
-356,943
| -64% | -$18M | 1.04% | 28 |
|
|
2020
Q1 | $25.1M | Sell |
560,785
-249,507
| -31% | -$13.9M | 2.62% | 9 |
|
|
2019
Q4 | $50.5M | Sell |
810,292
-42,495
| -5% | -$2.55M | 4.23% | 4 |
|
|
2019
Q3 | $48.8M | Sell |
852,787
-59,042
| -6% | -$3.34M | 4.56% | 4 |
|
|
2019
Q2 | $52.3M | Sell |
911,829
-98,547
| -10% | -$5.69M | 5.16% | 4 |
|
|
2019
Q1 | $58M | Sell |
1,010,376
-33,410
| -3% | -$1.87M | 6.06% | 3 |
|
|
2018
Q4 | $54.1M | Sell |
1,043,786
-33,304
| -3% | -$1.86M | 6.45% | 3 |
|
|
2018
Q3 | $67.1M | Buy |
1,077,090
+131,452
| +14% | +$8.21M | 6.86% | 3 |
|
|
2018
Q2 | $59.3M | Buy |
945,638
+41,861
| +5% | +$2.74M | 6.61% | 3 |
|
|
2018
Q1 | $58.9M | Buy |
903,777
+165,459
| +22% | +$10.9M | 7.85% | 3 |
|
|
2017
Q4 | $47.6M | Buy |
738,318
+4,890
| +0.7% | +$308K | 7.2% | 3 |
|
|
2017
Q3 | $45.5M | Buy |
733,428
+31,377
| +4% | +$1.88M | 7.07% | 4 |
|
|
2017
Q2 | $40.6M | Buy |
702,051
+61,416
| +10% | +$3.5M | 6.61% | 4 |
|
|
2017
Q1 | $34.7M | Sell |
640,635
-2,305
| -0.4% | -$121K | 6.88% | 4 |
|
|
2016
Q4 | $32M | Buy |
642,940
+105,240
| +20% | +$5.31M | 6.57% | 4 |
|
|
2016
Q3 | $28.2M | Buy |
537,700
+18,845
| +4% | +$955K | 6.4% | 4 |
|
|
2016
Q2 | $25M | Buy |
518,855
+1,293
| +0.2% | +$64.9K | 5.48% | 5 |
|
|
2016
Q1 | $25.8M | Sell |
517,562
-3,812
| -0.7% | -$179K | 5.73% | 3 |
|
|
2015
Q4 | $26M | Buy |
521,374
+68,072
| +15% | +$3.4M | 6.4% | 3 |
|
|
2015
Q3 | $21.7M | Buy |
453,302
+129,462
| +40% | +$6.46M | 6.03% | 4 |
|
|
2015
Q2 | $16.5M | Buy |
323,840
+90,056
| +39% | +$4.69M | 5.04% | 7 |
|
|
2015
Q1 | $11.6M | Buy |
233,784
+1,860
| +0.8% | +$89.9K | 4.96% | 7 |
|
|
2014
Q4 | $10.8M | Sell |
231,924
-73
| -0% | -$3.44K | 5.21% | 7 |
|
|
2014
Q3 | $11.3M | Buy |
231,997
+1,328
| +0.6% | +$67.9K | 5.86% | 5 |
|
|
2014
Q2 | $12.2M | Buy |
230,669
+29,580
| +15% | +$1.55M | 6.57% | 5 |
|
|
2014
Q1 | $10.5M | Buy |
201,089
+54,445
| +37% | +$2.79M | 6.2% | 5 |
|
|
2013
Q4 | $7.48M | Buy |
146,644
+1,746
| +1% | +$86.6K | 4.5% | 6 |
|
|
2013
Q3 | $7.03M | Buy |
144,898
+3,851
| +3% | +$177K | 4.63% | 5 |
|
|
2013
Q2 | $5.92M | Buy |
+141,047
| New | +$6.24M | 4.17% | 6 |
|
Other funds holding SCZ
TWIM
TCIIS
Moneta Group Investment Advisors's SCZ Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 5% in Q1 2026, buying an estimated $1.81M and bringing the position to 469,189 shares worth $36.8M. The position accounts for 0.28% of the portfolio, ranked #50.
Moneta Group Investment Advisors first reported a position in SCZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $67.1M in Q3 2018. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.
- Moneta Group Investment Advisors held 469,189 shares of iShares MSCI EAFE Small-Cap ETF worth $36.8M as of Q1 2026.
- Moneta Group Investment Advisors bought 22,285 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $1.81M.
- iShares MSCI EAFE Small-Cap ETF made up 0.28% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #50 holding.
- Moneta Group Investment Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Moneta Group Investment Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $67.1M in Q3 2018.
- 759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.