CW
HSCZ icon

CreativeOne Wealth’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-64,369
Closed -$2.37M – 764
2021
Q4 		$2.37M Buy
64,369
+22,566
+54% +$839K 0.12% 145
2021
Q3 		$1.54M Buy
+41,803
New +$1.55M 0.09% 198

Other funds holding HSCZ

BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

CreativeOne Wealth's HSCZ Position: Q1 2022 in Review

CreativeOne Wealth sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2022, closing a stake of 64,369 shares — an estimated $2.37M sold.

CreativeOne Wealth first reported a position in HSCZ in Q3 2021 and held it in 2 quarters. The position peaked at $2.37M in Q4 2021. 33 funds tracked by Wall St. Rank hold HSCZ as of Q1 2022.

  • CreativeOne Wealth reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 64,369 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $2.37M.
  • CreativeOne Wealth first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 2 quarters.
  • CreativeOne Wealth's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $2.37M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on CreativeOne Wealth's 13F filing for Q1 2022, filed 13 May 2022.