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Disciplined Investments’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-322
Closed -$10K – 1386
2022
Q2 		$10K Hold
322
– – ﹤0.01% 375
2022
Q1 		$11K Buy
+322
New +$11.2K ﹤0.01% 370

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Disciplined Investments's HSCZ Position: Q3 2022 in Review

Disciplined Investments sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q3 2022, closing a stake of 322 shares — an estimated $10K sold.

Disciplined Investments first reported a position in HSCZ in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 31 funds tracked by Wall St. Rank hold HSCZ as of Q3 2022.

  • Disciplined Investments reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Disciplined Investments sold 322 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $10K.
  • Disciplined Investments first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 2 quarters.
  • Disciplined Investments's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $11K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.