Berkeley, Inc HSCZ Holdings History

Number of Shares
53,013.00
Current Holdings Value*
$1.71 Mil
% of Portfolio
0.8%
Total Estimate Gain
$509,645.25
% of Total Estimate Gain
6.21%

Berkeley, Inc's iShares Currency Hedged MSCI EAFE Small-Cap ETF Holding Summary

As of 2025-03-31, Berkeley, Inc held 53,013.00 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF(HSCZ), totaling $1.71 Mil. This investment constitutes 0.8% of their stock portfolio, and Berkeley, Inc now holds 1.17% of the outstanding iShares Currency Hedged MSCI EAFE Small-Cap ETF(HSCZ) stock.

The initial trade took place in 2020Q4. And since then Berkeley, Inc has made 12 purchases of HSCZ, at an average price of $31.29, for a total of 262,107.00 shares. In addition, there have been 5 sales at an average price of $32.48 for 209,094.00 shares. Based on historical transaction data and HSCZ's current price of $36.22, Berkeley, Inc's estimated gain on his HSCZ holdings is $509,645.25, reflecting a 6.21% gain to date.

Berkeley, Inc HSCZ ($36.22) Holding Chart

Berkeley, Inc HSCZ ($36.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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