CAN
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Cetera Advisor Networks’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Cetera Advisor Networks’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
Q1 		$2.15M Buy
68,161
+15,747
+30% +$471K 0.01% 988
2023
Q4 		$1.54M Sell
52,414
-9,330
-15% -$261K 0.01% 1111
2023
Q3 		$1.72M Sell
61,744
-17,443
-22% -$492K 0.01% 962
2023
Q2 		$2.25M Buy
79,187
+4,221
+6% +$118K 0.02% 811
2023
Q1 		$2.05M Buy
74,966
+10,623
+17% +$290K 0.02% 829
2022
Q4 		$1.66M Buy
64,343
+5,347
+9% +$159K 0.01% 893
2022
Q3 		$1.75M Buy
58,996
+5,035
+9% +$160K 0.02% 645
2022
Q2 		$1.69M Buy
53,961
+4,887
+10% +$162K 0.02% 650
2022
Q1 		$1.69M Buy
49,074
+3,161
+7% +$109K 0.02% 679
2021
Q4 		$1.69M Buy
45,913
+2,565
+6% +$95.4K 0.02% 667
2021
Q3 		$1.6M Buy
43,348
+4,102
+10% +$152K 0.02% 636
2021
Q2 		$1.43M Buy
+39,246
New +$1.41M 0.02% 658
2017
Q1 		– Sell
-86,355
Closed -$2.2M – 928
2016
Q4 		$2.2M Sell
86,355
-93,965
-52% -$2.35M 0.11% 177
2016
Q3 		$4.44M Buy
180,320
+78,995
+78% +$1.89M 0.17% 134
2016
Q2 		$2.32M Sell
101,325
-15,390
-13% -$362K 0.13% 165
2016
Q1 		$2.75M Sell
116,715
-11,560
-9% -$261K 0.17% 134
2015
Q4 		$3.15M Sell
128,275
-14,275
-10% -$350K 0.2% 116
2015
Q3 		$3.32M Buy
+142,550
New +$3.4M 0.23% 92

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Cetera Advisor Networks's HSCZ Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 30% in Q1 2024, buying an estimated $471K and bringing the position to 68,161 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #988.

Cetera Advisor Networks first reported a position in HSCZ in Q3 2015 and has held it in 18 quarters since. The position peaked at $4.44M in Q3 2016. 40 funds tracked by Wall St. Rank hold HSCZ as of Q1 2024.

  • Cetera Advisor Networks held 68,161 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $2.15M as of Q1 2024.
  • Cetera Advisor Networks bought 15,747 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $471K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #988 holding.
  • Cetera Advisor Networks first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2015 and has held it in 18 quarters since.
  • Cetera Advisor Networks's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $4.44M in Q3 2016.
  • 40 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.