Number of Shares
85,976.00
Current Holdings Value*
$3.06 Mil
% of Portfolio
2.65%
Total Estimate Gain
$307,050.95
% of Total Estimate Gain
10.30%

Lighthouse Wealth Management Inc.'s iShares Currency Hedged MSCI EAFE Small-Cap ETF Holding Summary

As of 2025-06-30, Lighthouse Wealth Management Inc. held 85,976.00 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF(HSCZ), totaling $3.06 Mil. This investment constitutes 2.65% of their stock portfolio, and Lighthouse Wealth Management Inc. now holds 1.93% of the outstanding iShares Currency Hedged MSCI EAFE Small-Cap ETF(HSCZ) stock.

The initial trade took place in 2024Q4. And since then Lighthouse Wealth Management Inc. has made 1 purchases of HSCZ, at an average price of $32.34, for a total of 92,206.00 shares. In addition, there have been 1 sales at an average price of $33.21 for 6,230.00 shares. Based on historical transaction data and HSCZ's current price of $35.85, Lighthouse Wealth Management Inc.'s estimated gain on his HSCZ holdings is $307,050.95, reflecting a 10.30% gain to date.

Lighthouse Wealth Management Inc. HSCZ ($35.85) Holding Chart

Lighthouse Wealth Management Inc. HSCZ ($35.85) 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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