Morling Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,439
| Closed | -$42.2K | – | 106 |
|
|
2023
Q4 | $42.2K | Hold |
1,439
| – | – | 0.03% | 68 |
|
|
2023
Q3 | $40.1K | Hold |
1,439
| – | – | 0.04% | 63 |
|
|
2023
Q2 | $40.9K | Hold |
1,439
| – | – | 0.04% | 64 |
|
|
2023
Q1 | $39.4K | Hold |
1,439
| – | – | 0.04% | 70 |
|
|
2022
Q4 | $37.1K | Hold |
1,439
| – | – | 0.05% | 67 |
|
|
2022
Q3 | $43K | Hold |
1,439
| – | – | 0.06% | 60 |
|
|
2022
Q2 | $45K | Hold |
1,439
| – | – | 0.06% | 63 |
|
|
2022
Q1 | $50K | Hold |
1,439
| – | – | 0.06% | 70 |
|
|
2021
Q4 | $53K | Buy |
+1,439
| New | +$53K | 0.05% | 66 |
|