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

Morling Financial 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
2024 Q1	–	Sell	-1,439	Closed	-$42.2K	–	106
2023 Q4	$42.2K	Hold	1,439	–	–	0.03%	69
2023 Q3	$40.1K	Hold	1,439	–	–	0.04%	64
2023 Q2	$40.9K	Hold	1,439	–	–	0.04%	65
2023 Q1	$39.4K	Hold	1,439	–	–	0.04%	71
2022 Q4	$37.1K	Hold	1,439	–	–	0.05%	68
2022 Q3	$43K	Hold	1,439	–	–	0.06%	60
2022 Q2	$45K	Hold	1,439	–	–	0.06%	64
2022 Q1	$50K	Hold	1,439	–	–	0.06%	71
2021 Q4	$53K	Buy	+1,439	New	+$53.5K	0.05%	67

Other funds holding HSCZ

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Morling Financial Advisors's HSCZ Position: Q1 2024 in Review

Morling Financial Advisors sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2024, closing a stake of 1,439 shares — an estimated $42.2K sold.

Morling Financial Advisors first reported a position in HSCZ in Q4 2021 and held it in 9 quarters. The position peaked at $53K in Q4 2021. 40 funds tracked by Wall St. Rank hold HSCZ as of Q1 2024.

Morling Financial Advisors reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
Morling Financial Advisors sold 1,439 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $42.2K.
Morling Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 9 quarters.
Morling Financial Advisors's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $53K in Q4 2021.
40 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Morling Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.