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Raymond James & Associates’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Raymond James & Associates’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
2023
Q2 		– Sell
-10,472
Closed -$287K – 3894
2023
Q1 		$287K Buy
+10,472
New +$286K ﹤0.01% 3266

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 $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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Raymond James & Associates's HSCZ Position: Q2 2023 in Review

Raymond James & Associates sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2023, closing a stake of 10,472 shares — an estimated $287K sold.

Raymond James & Associates first reported a position in HSCZ in Q1 2023 and held it in 1 quarter. The position peaked at $287K in Q1 2023. 23 funds tracked by Wall St. Rank hold HSCZ as of Q2 2023.

  • Raymond James & Associates reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Raymond James & Associates sold 10,472 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2023, an estimated $287K.
  • Raymond James & Associates first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Raymond James & Associates's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $287K in Q1 2023.
  • 23 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2023.

Based on Raymond James & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.