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

Monument Group Wealth Advisors, LLC

$159 Billion
Q2 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 18,226 shares of SCZ stock, worth $1.36 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

18,226

Previous 19,237 5.26%

Holding current value

$1.36 Million

Previous $1.22 Billion 8.39%

% of portfolio

0.83%

Previous 0.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

798

Shares Held

108M

Call Options Held

Put Options Held

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
Industry ETFs

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