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

Atlas Private 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
2022 Q2	–	Sell	-27,008	Closed	-$929K	–	117
2022 Q1	$929K	Sell	27,008 -30	-0.1%	-$1.04K	0.54%	62
2021 Q4	$995K	Buy	27,038 +1,261	+5%	+$46.9K	0.55%	58
2021 Q3	$950K	Buy	25,777 +1,402	+6%	+$52.1K	0.58%	56
2021 Q2	$887K	Buy	24,375 +5,274	+28%	+$190K	0.55%	56
2021 Q1	$671K	Buy	19,101 +17,321	+973%	+$586K	0.43%	66
2020 Q4	$57K	Buy	+1,780	New	+$54.1K	0.04%	177

Other funds holding HSCZ

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return