Monument Group Wealth Advisors, LLC SCZ Holdings History
Monument Group Wealth Advisors, LLC's iShares MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 19,237.00 shares of iShares MSCI EAFE Small-Cap ETF(SCZ), totaling $1.22 Mil. This investment constitutes 0.85% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0.01% of the outstanding iShares MSCI EAFE Small-Cap ETF(SCZ) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 2 purchases of SCZ, at an average price of $57.51, for a total of 21,425.00 shares. In addition, there have been 2 sales at an average price of $63.55 for 2,188.00 shares. Based on historical transaction data and SCZ's current price of $74.17, Monument Group Wealth Advisors, LLC's estimated gain on his SCZ holdings is $333,613.66, reflecting a 27.08% gain to date.
Monument Group Wealth Advisors, LLC SCZ ($74.17) Holding Chart
Monument Group Wealth Advisors, LLC SCZ ($74.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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