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

CWM

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CAN

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Atlas Private Wealth Management's HSCZ Position: Q2 2022 in Review

Atlas Private Wealth Management sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2022, closing a stake of 27,008 shares — an estimated $929K sold.

Atlas Private Wealth Management first reported a position in HSCZ in Q4 2020 and held it in 6 quarters. The position peaked at $995K in Q4 2021. 29 funds tracked by Wall St. Rank hold HSCZ as of Q2 2022.

Atlas Private Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 27,008 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $929K.
Atlas Private Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2020 and held it in 6 quarters.
Atlas Private Wealth Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $995K in Q4 2021.
29 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Atlas Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.