AWM
HSCZ icon

Able Wealth Management’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Able Wealth Management’s Portfolio HSCZ Stock Details HSCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,753
Closed -$253K – 97
2024
Q3 		$253K Sell
7,753
-4,548
-37% -$144K 0.19% 81
2024
Q2 		$393K Buy
+12,301
New +$390K 0.32% 53

Other funds holding HSCZ

BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Able Wealth Management's HSCZ Position: Q4 2024 in Review

Able Wealth Management sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q4 2024, closing a stake of 7,753 shares — an estimated $253K sold.

Able Wealth Management first reported a position in HSCZ in Q2 2024 and held it in 2 quarters. The position peaked at $393K in Q2 2024. 50 funds tracked by Wall St. Rank hold HSCZ as of Q4 2024.

  • Able Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Able Wealth Management sold 7,753 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $253K.
  • Able Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2024 and held it in 2 quarters.
  • Able Wealth Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $393K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Able Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.