Montis Financial’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	$457K	Sell	12,854 -8,083	-39%	-$287K	0.13%	92
2025 Q1	$674K	Sell	20,937 -4,134	-16%	-$133K	0.2%	69
2024 Q4	$803K	Buy	+25,071	New	+$803K	0.25%	57