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Signature Wealth Management Group’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Signature Wealth Management Group’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
-5,917
Closed -$204K – 92
2022
Q1 		$204K Buy
+5,917
New +$205K 0.09% 84

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
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $198M AUM 11.59% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Signature Wealth Management Group's HSCZ Position: Q2 2022 in Review

Signature Wealth Management Group sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2022, closing a stake of 5,917 shares — an estimated $204K sold.

Signature Wealth Management Group first reported a position in HSCZ in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 29 funds tracked by Wall St. Rank hold HSCZ as of Q2 2022.

  • Signature Wealth Management Group reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Signature Wealth Management Group sold 5,917 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $204K.
  • Signature Wealth Management Group first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Signature Wealth Management Group's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $204K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Signature Wealth Management Group's 13F filing for Q2 2022, filed 14 Jul 2022.