Capital Investment Advisory Services’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Capital Investment Advisory Services’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 Q4	–	Sell	-1,340	Closed	-$40K	–	834
2022 Q3	$40K	Hold	1,340	–	–	0.01%	589
2022 Q2	$42K	Hold	1,340	–	–	0.01%	608
2022 Q1	$46K	Hold	1,340	–	–	0.01%	631
2021 Q4	$49K	Buy	+1,340	New	+$49.8K	0.01%	604

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

IAG

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

AWM

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

CAN

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

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

Capital Investment Advisory Services's HSCZ Position: Q4 2022 in Review

Capital Investment Advisory Services sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q4 2022, closing a stake of 1,340 shares — an estimated $40K sold.

Capital Investment Advisory Services first reported a position in HSCZ in Q4 2021 and held it in 4 quarters. The position peaked at $49K in Q4 2021. 30 funds tracked by Wall St. Rank hold HSCZ as of Q4 2022.

Capital Investment Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Capital Investment Advisory Services sold 1,340 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q4 2022, an estimated $40K.
Capital Investment Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 4 quarters.
Capital Investment Advisory Services's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $49K in Q4 2021.
30 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q4 2022.

Based on Capital Investment Advisory Services's 13F filing for Q4 2022, filed 3 Feb 2023.