Advisor Group’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Advisor Group’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
2019 Q4	$195K	Sell	6,357 -67	-1%	-$2.03K	﹤0.01%	2407
2019 Q3	$187K	Sell	6,424 -1,142	-15%	-$32.5K	﹤0.01%	2371
2019 Q2	$217K	Buy	7,566 +2,703	+56%	+$77.7K	﹤0.01%	2242
2019 Q1	$138K	Buy	4,863 +4,145	+577%	+$114K	﹤0.01%	2584
2018 Q4	$18K	Sell	718 -4,613	-87%	-$130K	﹤0.01%	3871
2018 Q3	$166K	Buy	5,331 +4,903	+1,146%	+$152K	﹤0.01%	2331
2018 Q2	$13K	Buy	+428	New	+$13.5K	﹤0.01%	3940

Other funds holding HSCZ

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MAS

Managed Account Services Coconut Grove, Florida $380M AUM 25.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Advisor Group's HSCZ Position: Q4 2019 in Review

Advisor Group reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 1% in Q4 2019, selling an estimated $2.03K and leaving 6,357 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Advisor Group first reported a position in HSCZ in Q2 2018 and has held it in 7 quarters since. The position peaked at $217K in Q2 2019. 14 funds tracked by Wall St. Rank hold HSCZ as of Q4 2019.

Advisor Group held 6,357 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $195K as of Q4 2019.
Advisor Group sold 67 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q4 2019, an estimated $2.03K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2407 holding.
Advisor Group first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2018 and has held it in 7 quarters since.
Advisor Group's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $217K in Q2 2019.
14 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.