Montis Financial’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Montis Financial’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Sell	2,650 -22	-0.8%	-$1.79K	0.04%	145
2025 Q4	$207K	Hold	2,672	–	–	0.04%	152
2025 Q3	$205K	Sell	2,672 -1,277	-32%	-$95.5K	0.05%	152
2025 Q2	$287K	Buy	3,949 +39	+1%	+$2.64K	0.08%	112
2025 Q1	$248K	Sell	3,910 -29	-0.7%	-$1.83K	0.07%	122
2024 Q4	$239K	Sell	3,939 -906	-19%	-$57.6K	0.07%	123
2024 Q3	$328K	Buy	+4,845	New	+$312K	0.12%	88

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Montis Financial's SCZ Position: Q1 2026 in Review

Montis Financial reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.82% in Q1 2026, selling an estimated $1.79K and leaving 2,650 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #145.

Montis Financial first reported a position in SCZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $328K in Q3 2024. 759 funds tracked by Wall St. Rank hold SCZ as of Q1 2026.

Montis Financial held 2,650 shares of iShares MSCI EAFE Small-Cap ETF worth $208K as of Q1 2026.
Montis Financial sold 22 iShares MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $1.79K.
iShares MSCI EAFE Small-Cap ETF made up 0.04% of Montis Financial's portfolio in Q1 2026, its #145 holding.
Montis Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Montis Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $328K in Q3 2024.
759 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.