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Patriot Financial Group Insurance Agency’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-55
Closed -$2K – 1071
2022
Q2 		$2K Buy
+55
New +$1.82K ﹤0.01% 1761

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 $508M AUM 18.98% 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 $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HSCZ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q3 2022, closing a stake of 55 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in HSCZ in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 31 funds tracked by Wall St. Rank hold HSCZ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 55 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $2K 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 Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.