Comprehensive Wealth Management, LLC HSCZ Holdings History
Comprehensive Wealth Management, LLC's iShares Currency Hedged MSCI EAFE Small-Cap ETF Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 81,826.00 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF(HSCZ), totaling $2.63 Mil. This investment constitutes 1.83% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 1.81% of the outstanding iShares Currency Hedged MSCI EAFE Small-Cap ETF(HSCZ) stock.
The initial trade took place in 2022Q1. And since then Comprehensive Wealth Management, LLC has made 12 purchases of HSCZ, at an average price of $32.09, for a total of 99,989.00 shares. In addition, there have been 1 sales at an average price of $32.56 for 18,163.00 shares. Based on historical transaction data and HSCZ's current price of $35.08, Comprehensive Wealth Management, LLC's estimated gain on his HSCZ holdings is $252,697.27, reflecting a 7.87% gain to date.
Comprehensive Wealth Management, LLC HSCZ ($35.08) Holding Chart
Comprehensive Wealth Management, LLC HSCZ ($35.08) 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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