Raymond James Financial Services Advisors’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Raymond James Financial Services 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
2024 Q3	$767K	Buy	23,488 +550	+2%	+$17.4K	﹤0.01%	2344
2024 Q2	$733K	Buy	22,938 +5,522	+32%	+$175K	﹤0.01%	2276
2024 Q1	$549K	Buy	+17,416	New	+$521K	﹤0.01%	2444
2023 Q1	–	Sell	-27,768	Closed	-$717K	–	3331
2022 Q4	$717K	Sell	27,768 -1,939	-7%	-$57.6K	﹤0.01%	2060
2022 Q3	$880K	Sell	29,707 -275	-0.9%	-$8.72K	﹤0.01%	1885
2022 Q2	$939K	Sell	29,982 -1,248	-4%	-$41.3K	﹤0.01%	1880
2022 Q1	$1.07M	Buy	31,230 +123	+0.4%	+$4.26K	﹤0.01%	1899
2021 Q4	$1.15M	Sell	31,107 -38	-0.1%	-$1.41K	﹤0.01%	1884
2021 Q3	$1.15M	Buy	31,145 +4,466	+17%	+$166K	﹤0.01%	1862
2021 Q2	$971K	Buy	26,679 +52	+0.2%	+$1.88K	﹤0.01%	1965
2021 Q1	$936K	Buy	26,627 +1,327	+5%	+$44.9K	﹤0.01%	1899
2020 Q4	$814K	Buy	25,300 +651	+3%	+$19.8K	﹤0.01%	1832
2020 Q3	$713K	Buy	24,649 +14,796	+150%	+$415K	﹤0.01%	1756
2020 Q2	$270K	Buy	+9,853	New	+$254K	﹤0.01%	2297

Other funds holding HSCZ

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Raymond James Financial Services Advisors's HSCZ Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 2.4% in Q3 2024, buying an estimated $17.4K and bringing the position to 23,488 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Raymond James Financial Services Advisors first reported a position in HSCZ in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.15M in Q3 2021. 48 funds tracked by Wall St. Rank hold HSCZ as of Q3 2024.

Raymond James Financial Services Advisors held 23,488 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $767K as of Q3 2024.
Raymond James Financial Services Advisors bought 550 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $17.4K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2344 holding.
Raymond James Financial Services Advisors first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2020 and has held it in 14 quarters since.
Raymond James Financial Services Advisors's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $1.15M in Q3 2021.
48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.