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

Cascadia 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
2021
Q3 		$933K Buy
25,309
+269
+1% +$9.99K 0.19% 124
2021
Q2 		$912K Buy
+25,040
New +$903K 0.2% 124

Other funds holding HSCZ

BI
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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cascadia Advisory Services's HSCZ Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 1.1% in Q3 2021, buying an estimated $9.99K and bringing the position to 25,309 shares worth $933K. The position accounts for 0.19% of the portfolio, ranked #124.

Cascadia Advisory Services first reported a position in HSCZ in Q2 2021 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold HSCZ as of Q3 2021.

  • Cascadia Advisory Services held 25,309 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $933K as of Q3 2021.
  • Cascadia Advisory Services bought 269 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2021, an estimated $9.99K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.19% of Cascadia Advisory Services's portfolio in Q3 2021, its #124 holding.
  • Cascadia Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2021 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.