CBFP
HSCZ icon

Cedar Brook Financial Partners’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-11,003
Closed -$347K – 189
2024
Q1 		$347K Hold
11,003
– – 0.07% 285
2023
Q4 		$323K Buy
11,003
+3,762
+52% +$105K 0.07% 275
2023
Q3 		$202K Buy
+7,241
New +$204K 0.05% 355

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Cedar Brook Financial Partners's HSCZ Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2024, closing a stake of 11,003 shares — an estimated $347K sold.

Cedar Brook Financial Partners first reported a position in HSCZ in Q3 2023 and held it in 3 quarters. The position peaked at $347K in Q1 2024. 49 funds tracked by Wall St. Rank hold HSCZ as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 11,003 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $347K.
  • Cedar Brook Financial Partners first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2023 and held it in 3 quarters.
  • Cedar Brook Financial Partners's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $347K in Q1 2024.
  • 49 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.