Certified Advisory Corp’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 | $1.94M | Buy |
54,582
+4,163
| +8% | +$148K | 0.2% | 110 |
|
|
2025
Q1 | $1.62M | Sell |
50,419
-3,284
| -6% | -$106K | 0.18% | 116 |
|
|
2024
Q4 | $1.72M | Buy |
53,703
+13,343
| +33% | +$427K | 0.19% | 112 |
|
|
2024
Q3 | $1.32M | Buy |
40,360
+1,101
| +3% | +$36K | 0.15% | 127 |
|
|
2024
Q2 | $1.25M | Buy |
39,259
+1,032
| +3% | +$33K | 0.16% | 122 |
|
|
2024
Q1 | $1.2M | Sell |
38,227
-6,813
| -15% | -$215K | 0.17% | 118 |
|
|
2023
Q4 | $1.32M | Buy |
+45,040
| New | +$1.32M | 0.2% | 112 |
|
|
2022
Q4 | – | Sell |
-44,225
| Closed | -$1.31M | – | 234 |
|
|
2022
Q3 | $1.31M | Buy |
44,225
+9,091
| +26% | +$269K | 0.3% | 88 |
|
|
2022
Q2 | $1.1M | Buy |
35,134
+18,137
| +107% | +$568K | 0.25% | 101 |
|
|
2022
Q1 | $585K | Buy |
+16,997
| New | +$585K | 0.12% | 147 |
|