CAPITAL WEALTH MANAGEMENT, LLC HSCZ Holdings History
CAPITAL WEALTH MANAGEMENT, LLC's iShares Currency Hedged MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-06-30, CAPITAL WEALTH MANAGEMENT, LLC held 273,497.00 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF(HSCZ), totaling $9.72 Mil. This investment constitutes 3.63% of their stock portfolio, and CAPITAL WEALTH MANAGEMENT, LLC now holds 6.13% of the outstanding iShares Currency Hedged MSCI EAFE Small-Cap ETF(HSCZ) stock.
The initial trade took place in 2021Q2. And since then CAPITAL WEALTH MANAGEMENT, LLC has made 13 purchases of HSCZ, at an average price of $32.44, for a total of 327,236.00 shares. In addition, there have been 4 sales at an average price of $26.86 for 53,739.00 shares. Based on historical transaction data and HSCZ's current price of $35.78, CAPITAL WEALTH MANAGEMENT, LLC's estimated gain on his HSCZ holdings is $612,528.63, reflecting a 5.77% gain to date.
CAPITAL WEALTH MANAGEMENT, LLC HSCZ ($35.78) Holding Chart
CAPITAL WEALTH MANAGEMENT, LLC HSCZ ($35.78) 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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