AE Wealth Management’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $3.52M | Buy |
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|
2024
Q3 | $3.53M | Sell |
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|
2024
Q2 | $5.61M | Buy |
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|
2024
Q1 | $5.22M | Buy |
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|
2023
Q4 | $4.87M | Buy |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $2.82M | Sell |
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|
2022
Q1 | $3.16M | Sell |
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|
2021
Q4 | $3.51M | Buy |
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|
2021
Q3 | $3.49M | Buy |
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|
2021
Q2 | $2.97M | Buy |
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|
2021
Q1 | $2.37M | Buy |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.18M | Buy |
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|
2020
Q1 | $881K | Buy |
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