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

Milestone 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
Q3 		$50K Hold
1,675
– – 0.06% 107
2022
Q2 		$52K Buy
+1,675
New +$55.5K 0.05% 106

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 $319M AUM 13.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $536M AUM 19.75% 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 $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Wealth's HSCZ Position: Q3 2022 in Review

Milestone Wealth held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q3 2022 at 1,675 shares worth $50K. The position accounts for 0.06% of the portfolio, ranked #107.

Milestone Wealth first reported a position in HSCZ in Q2 2022 and has held it in 2 quarters since. The position peaked at $52K in Q2 2022. 31 funds tracked by Wall St. Rank hold HSCZ as of Q3 2022.

  • Milestone Wealth held 1,675 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $50K as of Q3 2022.
  • Milestone Wealth left its iShares Currency Hedged MSCI EAFE Small-Cap ETF share count unchanged in Q3 2022.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.06% of Milestone Wealth's portfolio in Q3 2022, its #107 holding.
  • Milestone Wealth first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 2 quarters since.
  • Milestone Wealth's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $52K in Q2 2022.
  • 31 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.