PCS
HSCZ icon

Personal CFO Solutions’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Personal CFO Solutions’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
2020
Q2 		– Sell
-22,387
Closed -$512K – 332
2020
Q1 		$512K Sell
22,387
-5,067
-18% -$142K 0.18% 114
2019
Q4 		$855K Buy
27,454
+11,909
+77% +$361K 0.24% 86
2019
Q3 		$453K Buy
+15,545
New +$442K 0.18% 143

Other funds holding HSCZ

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Personal CFO Solutions's HSCZ Position: Q2 2020 in Review

Personal CFO Solutions sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2020, closing a stake of 22,387 shares — an estimated $512K sold.

Personal CFO Solutions first reported a position in HSCZ in Q3 2019 and held it in 3 quarters. The position peaked at $855K in Q4 2019. 13 funds tracked by Wall St. Rank hold HSCZ as of Q2 2020.

  • Personal CFO Solutions reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 22,387 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2020, an estimated $512K.
  • Personal CFO Solutions first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2019 and held it in 3 quarters.
  • Personal CFO Solutions's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $855K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2020.

Based on Personal CFO Solutions's 13F filing for Q2 2020, filed 3 Aug 2020.