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 20,813 shares of SCZ stock, worth $1.32 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
20,813
Previous 19,846 4.87%
Holding current value
$1.32 Million
Previous $1.23 Billion 7.3%
% of portfolio
0.98%
Previous 1.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR MSCI EAFE SMALL CAP


  • Ticker SCZ
  • Sector ETFs
  • Industry ETFs
More about SCZ
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.