Montis Financial’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
2025
Q3
$205K Sell
2025
Q2
$287K Buy
2025
Q1
$248K Sell
2024
Q4
$239K Sell
2024
Q3
$328K Buy