Sage Mountain 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 | $360K | Hold |
10,137
| – | – | 0.02% | 293 |
|
|
2025
Q1 | $326K | Hold |
10,137
| – | – | 0.02% | 285 |
|
|
2024
Q4 | $324K | Buy |
10,137
+60
| +0.6% | +$1.92K | 0.02% | 278 |
|
|
2024
Q3 | $329K | Hold |
10,077
| – | – | 0.03% | 269 |
|
|
2024
Q2 | $322K | Hold |
10,077
| – | – | 0.03% | 237 |
|
|
2024
Q1 | $317K | Hold |
10,077
| – | – | 0.03% | 227 |
|
|
2023
Q4 | $295K | Buy |
+10,077
| New | +$295K | 0.03% | 206 |
|
|
2022
Q1 | – | Sell |
-10,077
| Closed | -$371K | – | 657 |
|
|
2021
Q4 | $371K | Buy |
+10,077
| New | +$371K | 0.04% | 384 |
|