Avantax Advisory Services’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
11,691
+5,128
| +78% | +$182K | ﹤0.01% | 1695 |
|
|
2025
Q1 | $211K | Sell |
6,563
-11,724
| -64% | -$378K | ﹤0.01% | 2071 |
|
|
2024
Q4 | $585K | Buy |
18,287
+2,528
| +16% | +$80.9K | ﹤0.01% | 1345 |
|
|
2024
Q3 | $515K | Buy |
15,759
+5,601
| +55% | +$183K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $324K | Sell |
10,158
-9,806
| -49% | -$313K | ﹤0.01% | 1642 |
|
|
2024
Q1 | $629K | Sell |
19,964
-5,276
| -21% | -$166K | 0.01% | 939 |
|
|
2023
Q4 | $740K | Sell |
25,240
-2,518
| -9% | -$73.8K | 0.01% | 829 |
|
|
2023
Q3 | $773K | Buy |
+27,758
| New | +$773K | 0.01% | 773 |
|