LAS
HSCZ icon

Lloyd Advisory Services’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Lloyd Advisory 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
2021
Q3 		– Sell
-454
Closed -$17K – 404
2021
Q2 		$17K Buy
+454
New +$16.4K 0.01% 244

Other funds holding HSCZ

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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Lloyd Advisory Services's HSCZ Position: Q3 2021 in Review

Lloyd Advisory Services sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q3 2021, closing a stake of 454 shares — an estimated $17K sold.

Lloyd Advisory Services first reported a position in HSCZ in Q2 2021 and held it in 1 quarter. The position peaked at $17K in Q2 2021. 23 funds tracked by Wall St. Rank hold HSCZ as of Q3 2021.

  • Lloyd Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 454 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2021, an estimated $17K.
  • Lloyd Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $17K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.