Monument Group Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History

Monument Group Wealth Advisors, LLC

$170 Billion
Q3 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 19,495 shares of SCZ stock, worth $1.49 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

19,495

Previous 18,226 6.96%

Holding current value

$1.49 Million

Previous $1.32 Billion 12.91%

% of portfolio

0.88%

Previous 0.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$72.04 - $77.35 $91,418 - $98,157	1,269 Added 6.96%	19,495 $1.5 Billion
Q2 2025 Jul 29, 2025	SELL	$57.14 - $72.68 $57,768 - $73,479	-1,011 Reduced 5.26%	18,226 $1.32 Billion
Q1 2025 Apr 24, 2025	SELL	$59.28 - $66.1 $1,363 - $1,520	-23 Reduced 0.12%	19,237 $1.22 Billion
Q4 2024 Jan 15, 2025	SELL	$60.13 - $67.31 $130,181 - $145,726	-2,165 Reduced 10.11%	19,260 $1.17 Billion
Q3 2024 Oct 18, 2024	BUY	$60.13 - $68.17 $36,799 - $41,720	612 Added 2.94%	21,425 $1.45 Billion

Q1 2024 May 07, 2024	BUY	$59.15 - $63.58 $57,198 - $61,481	967 Added 4.87%	20,813 $1.32 Billion
Q4 2023 Feb 01, 2024	BUY	$52.38 - $61.98 $1.04 Million - $1.23 Million	19,846 New	19,846 $1.23 Billion

Others Institutions Holding SCZ

# of Institutions

813

Shares Held

105M

Call Options Held

6.3K

Put Options Held

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

More about SCZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Account

Monument Group Wealth Advisors, LLC Ishares Tr Msci Eafe Small Cap Transaction History