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 Q3	$224K	Sell	2,659 -16	-0.6%	-$1.36K	0.05%	142
2026 Q2	$220K	Buy	2,675 +25	+0.9%	+$2.09K	0.05%	146
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

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Montis Financial's SCZ Position: Q3 2026 in Review

Montis Financial reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.6% in Q3 2026, selling an estimated $1.36K and leaving 2,659 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #142.

Montis Financial first reported a position in SCZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $328K in Q3 2024. 500 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

Montis Financial held 2,659 shares of iShares MSCI EAFE Small-Cap ETF worth $224K as of Q3 2026.
Montis Financial sold 16 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $1.36K.
iShares MSCI EAFE Small-Cap ETF made up 0.05% of Montis Financial's portfolio in Q3 2026, its #142 holding.
Montis Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Montis Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $328K in Q3 2024.
500 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.