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Monument Group Wealth Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Monument Group Wealth Advisors’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 		$1.31M Sell
15,879
-1,715
-10% -$144K 0.63% 12
2026
Q1 		$1.38M Buy
17,594
+348
+2% +$28.3K 0.77% 12
2025
Q4 		$1.34M Sell
17,246
-2,249
-12% -$172K 0.73% 11
2025
Q3 		$1.5M Buy
19,495
+1,269
+7% +$94.9K 0.88% 10
2025
Q2 		$1.32M Sell
18,226
-1,011
-5% -$68.4K 0.83% 10
2025
Q1 		$1.22M Sell
19,237
-23
-0.1% -$1.45K 0.85% 9
2024
Q4 		$1.17M Sell
19,260
-2,165
-10% -$138K 0.83% 9
2024
Q3 		$1.45M Buy
21,425
+612
+3% +$39.4K 0.87% 9
2024
Q2 		$1.28M Hold
20,813
– – 0.86% 10
2024
Q1 		$1.32M Buy
20,813
+967
+5% +$59.1K 0.98% 11
2023
Q4 		$1.23M Buy
+19,846
New +$1.13M 1.05% 11

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Monument Group Wealth Advisors's SCZ Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 9.7% in Q2 2026, selling an estimated $144K and leaving 15,879 shares worth $1.31M. The position accounts for 0.63% of the portfolio, ranked #12.

Monument Group Wealth Advisors first reported a position in SCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q3 2025. 770 funds tracked by Wall St. Rank hold SCZ as of Q2 2026.

  • Monument Group Wealth Advisors held 15,879 shares of iShares MSCI EAFE Small-Cap ETF worth $1.31M as of Q2 2026.
  • Monument Group Wealth Advisors sold 1,715 iShares MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $144K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.63% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Monument Group Wealth Advisors first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Monument Group Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.5M in Q3 2025.
  • 770 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.