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MONECO Advisors’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

MONECO Advisors’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
2025
Q1 		– Sell
-10,807
Closed -$346K – 472
2024
Q4 		$346K Buy
10,807
+2,205
+26% +$71.3K 0.04% 342
2024
Q3 		$281K Buy
8,602
+792
+10% +$25.1K 0.04% 354
2024
Q2 		$249K Buy
+7,810
New +$247K 0.04% 356

Other funds holding HSCZ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

MONECO Advisors's HSCZ Position: Q1 2025 in Review

MONECO Advisors sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2025, closing a stake of 10,807 shares — an estimated $346K sold.

MONECO Advisors first reported a position in HSCZ in Q2 2024 and held it in 3 quarters. The position peaked at $346K in Q4 2024. 46 funds tracked by Wall St. Rank hold HSCZ as of Q1 2025.

  • MONECO Advisors reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • MONECO Advisors sold 10,807 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $346K.
  • MONECO Advisors first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2024 and held it in 3 quarters.
  • MONECO Advisors's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $346K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2025.

Based on MONECO Advisors's 13F filing for Q1 2025, filed 8 May 2025.