Carson Wealth (CWM LLC)
HSCZ icon

Carson Wealth (CWM LLC)’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-95
Closed -$3K – 4300
2023
Q3 		$3K Buy
+95
New +$2.68K ﹤0.01% 3670

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
BI
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HSCZ Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q4 2023, closing a stake of 95 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in HSCZ in Q3 2023 and held it in 1 quarter. The position peaked at $3K in Q3 2023. 34 funds tracked by Wall St. Rank hold HSCZ as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 95 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q4 2023, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2023 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $3K in Q3 2023.
  • 34 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.