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 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Montis Financial's SCZ Position: Q2 2026 in Review

Montis Financial increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.94% in Q2 2026, buying an estimated $2.09K and bringing the position to 2,675 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #146.

Montis Financial first reported a position in SCZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $328K in Q3 2024. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

Montis Financial held 2,675 shares of iShares MSCI EAFE Small-Cap ETF worth $220K as of Q2 2026.
Montis Financial bought 25 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $2.09K.
iShares MSCI EAFE Small-Cap ETF made up 0.05% of Montis Financial's portfolio in Q2 2026, its #146 holding.
Montis Financial first reported a position in iShares MSCI EAFE Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Montis Financial's iShares MSCI EAFE Small-Cap ETF position peaked at $328K in Q3 2024.
770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.