Glass Jacobson Investment Advisors’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 | $269K | Buy |
7,566
+571
| +8% | +$20.3K | 0.1% | 162 |
|
|
2025
Q1 | $224K | Hold |
6,995
| – | – | 0.07% | 225 |
|
|
2024
Q4 | $224K | Buy |
6,995
+1,355
| +24% | +$43.4K | 0.07% | 225 |
|
|
2024
Q3 | $184K | Buy |
5,640
+73
| +1% | +$2.39K | 0.06% | 230 |
|
|
2024
Q2 | $178K | Buy |
5,567
+797
| +17% | +$25.5K | 0.06% | 221 |
|
|
2024
Q1 | $150K | Buy |
+4,770
| New | +$150K | 0.06% | 235 |
|