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

Plante Moran 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
2025
Q1 		– Sell
-28
Closed -$896 – 863
2024
Q4 		$896 Hold
28
– – ﹤0.01% 824
2024
Q3 		$915 Buy
+28
New +$888 ﹤0.01% 786

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

Plante Moran Financial Advisors's HSCZ Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2025, closing a stake of 28 shares — an estimated $896 sold.

Plante Moran Financial Advisors first reported a position in HSCZ in Q3 2024 and held it in 2 quarters. The position peaked at $915 in Q3 2024. 46 funds tracked by Wall St. Rank hold HSCZ as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 28 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2025, an estimated $896.
  • Plante Moran Financial Advisors first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $915 in Q3 2024.
  • 46 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2025.

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