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

Evergreen Private 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
2024
Q1 		– Sell
-250
Closed -$7.33K – 219
2023
Q4 		$7.33K Buy
+250
New +$6.98K ﹤0.01% 180

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Evergreen Private Wealth's HSCZ Position: Q1 2024 in Review

Evergreen Private Wealth sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2024, closing a stake of 250 shares — an estimated $7.33K sold.

Evergreen Private Wealth first reported a position in HSCZ in Q4 2023 and held it in 1 quarter. The position peaked at $7.33K in Q4 2023. 40 funds tracked by Wall St. Rank hold HSCZ as of Q1 2024.

  • Evergreen Private Wealth reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 250 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $7.33K.
  • Evergreen Private Wealth first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Evergreen Private Wealth's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $7.33K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Evergreen Private Wealth's 13F filing for Q1 2024, filed 17 Apr 2024.