Ladenburg Thalmann Financial Services’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$58K	Sell	1,880 -600	-24%	-$18.2K	﹤0.01%	3419
2019 Q3	$72K	Buy	2,480 +345	+16%	+$9.81K	﹤0.01%	3168
2019 Q2	$61K	Buy	2,135 +1,645	+336%	+$47.3K	﹤0.01%	3325
2019 Q1	$14K	Hold	490	–	–	﹤0.01%	4207
2018 Q4	$12K	Buy	+490	New	+$13.8K	﹤0.01%	4168
2016 Q2	–	Sell	-1,370	Closed	-$32K	–	4779
2016 Q1	$32K	Hold	1,370	–	–	﹤0.01%	2926
2015 Q4	$34K	Hold	1,370	–	–	﹤0.01%	2852
2015 Q3	$32K	Buy	+1,370	New	+$32.6K	﹤0.01%	2776

Other funds holding HSCZ

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MAS

Managed Account Services Coconut Grove, Florida $380M AUM 25.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HSCZ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 24% in Q4 2019, selling an estimated $18.2K and leaving 1,880 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #3419.

Ladenburg Thalmann Financial Services first reported a position in HSCZ in Q3 2015 and has held it in 8 quarters since. The position peaked at $72K in Q3 2019. 14 funds tracked by Wall St. Rank hold HSCZ as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,880 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $58K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 600 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q4 2019, an estimated $18.2K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3419 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2015 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $72K in Q3 2019.
14 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.