Wealth Enhancement Advisory Services’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 | $240K | Buy |
+6,807
| New | +$240K | ﹤0.01% | 2813 |
|
|
2025
Q1 | – | Sell |
-8,116
| Closed | -$260K | – | 2998 |
|
|
2024
Q4 | $260K | Sell |
8,116
-277
| -3% | -$8.87K | ﹤0.01% | 2477 |
|
|
2024
Q3 | $274K | Buy |
8,393
+1,381
| +20% | +$45.1K | ﹤0.01% | 2219 |
|
|
2024
Q2 | $224K | Buy |
7,012
+276
| +4% | +$8.82K | ﹤0.01% | 2201 |
|
|
2024
Q1 | $212K | Buy |
+6,736
| New | +$212K | ﹤0.01% | 2157 |
|