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

Pinnacle Private 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
Q2 		– Sell
-7,177
Closed -$247K – 288
2022
Q1 		$247K Sell
7,177
-912
-11% -$31.6K 0.08% 245
2021
Q4 		$298K Buy
+8,089
New +$301K 0.09% 215

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Pinnacle Private Wealth's HSCZ Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2022, closing a stake of 7,177 shares — an estimated $247K sold.

Pinnacle Private Wealth first reported a position in HSCZ in Q4 2021 and held it in 2 quarters. The position peaked at $298K in Q4 2021. 29 funds tracked by Wall St. Rank hold HSCZ as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 7,177 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $247K.
  • Pinnacle Private Wealth first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Pinnacle Private Wealth's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $298K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.