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

Avior 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
2025 Q1	–	Sell	-1,003	Closed	-$29K	–	1457
2024 Q4	$29K	Hold	1,003	–	–	﹤0.01%	1323
2024 Q3	$29.6K	Hold	1,003	–	–	﹤0.01%	1288
2024 Q2	$28.9K	Hold	1,003	–	–	﹤0.01%	1264
2024 Q1	$28.5K	Hold	1,003	–	–	﹤0.01%	1460
2023 Q4	$26.6K	Hold	1,003	–	–	﹤0.01%	838
2023 Q3	$25.3K	Hold	1,003	–	–	﹤0.01%	908
2023 Q2	$25.8K	Hold	1,003	–	–	﹤0.01%	893
2023 Q1	$24.8K	Hold	1,003	–	–	﹤0.01%	909
2022 Q4	$23.4K	Sell	1,003 -19	-2%	-$564	﹤0.01%	739
2022 Q3	$27K	Buy	1,022 +922	+922%	+$29.2K	﹤0.01%	698
2022 Q2	$0	Buy	+100	New	+$3.31K	﹤0.01%	1137

Other funds holding HSCZ

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

CWM

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

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

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

IAG

Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

AWM

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

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

CWM

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

Avior Wealth Management's HSCZ Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2025, closing a stake of 1,003 shares — an estimated $29K sold.

Avior Wealth Management first reported a position in HSCZ in Q2 2022 and held it in 11 quarters. The position peaked at $29.6K in Q3 2024. 46 funds tracked by Wall St. Rank hold HSCZ as of Q1 2025.

Avior Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,003 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $29K.
Avior Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2022 and held it in 11 quarters.
Avior Wealth Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $29.6K in Q3 2024.
46 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.