Monument Group Wealth Advisors
SCZ icon

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
Q3 		$1.33M Sell
15,758
-121
-0.8% -$10.3K 0.63% 12
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

Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Monument Group Wealth Advisors's SCZ Position: Q3 2026 in Review

Monument Group Wealth Advisors reduced its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 0.76% in Q3 2026, selling an estimated $10.3K and leaving 15,758 shares worth $1.33M. 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 12 quarters since. The position peaked at $1.5M in Q3 2025. 513 funds tracked by Wall St. Rank hold SCZ as of Q3 2026.

  • Monument Group Wealth Advisors held 15,758 shares of iShares MSCI EAFE Small-Cap ETF worth $1.33M as of Q3 2026.
  • Monument Group Wealth Advisors sold 121 iShares MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $10.3K.
  • iShares MSCI EAFE Small-Cap ETF made up 0.63% of Monument Group Wealth Advisors's portfolio in Q3 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 12 quarters since.
  • Monument Group Wealth Advisors's iShares MSCI EAFE Small-Cap ETF position peaked at $1.5M in Q3 2025.
  • 513 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.