MGWA
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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
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 $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return