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

Atria Wealth Solutions’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
2023 Q2	–	Sell	-10,075	Closed	-$276K	–	1920
2023 Q1	$276K	Hold	10,075	–	–	﹤0.01%	1467
2022 Q4	$260K	Sell	10,075 -4,727	-32%	-$140K	﹤0.01%	1439
2022 Q3	$438K	Buy	14,802 +1,610	+12%	+$51.1K	0.01%	1092
2022 Q2	$413K	Buy	+13,192	New	+$437K	0.01%	1061

Other funds holding HSCZ

CWM

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

AWM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CAN

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

DAS

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

Atria Wealth Solutions's HSCZ Position: Q2 2023 in Review

Atria Wealth Solutions sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2023, closing a stake of 10,075 shares — an estimated $276K sold.

Atria Wealth Solutions first reported a position in HSCZ in Q2 2022 and held it in 4 quarters. The position peaked at $438K in Q3 2022. 23 funds tracked by Wall St. Rank hold HSCZ as of Q2 2023.

Atria Wealth Solutions reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 10,075 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $276K.
Atria Wealth Solutions first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2022 and held it in 4 quarters.
Atria Wealth Solutions's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $438K in Q3 2022.
23 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.