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HSCZ icon

Simplicity Solutions’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Simplicity Solutions’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
2021
Q1 		– Sell
-46,460
Closed -$1.5M – 704
2020
Q4 		$1.5M Buy
46,460
+3,724
+9% +$113K 0.02% 452
2020
Q3 		$1.24M Buy
42,736
+384
+0.9% +$10.8K 0.02% 432
2020
Q2 		$1.16M Buy
42,352
+4,145
+11% +$107K 0.02% 430
2020
Q1 		$874K Buy
+38,207
New +$1.07M 0.03% 375

Other funds holding HSCZ

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Simplicity Solutions's HSCZ Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2021, closing a stake of 46,460 shares — an estimated $1.5M sold.

Simplicity Solutions first reported a position in HSCZ in Q1 2020 and held it in 4 quarters. The position peaked at $1.5M in Q4 2020. 12 funds tracked by Wall St. Rank hold HSCZ as of Q1 2021.

  • Simplicity Solutions reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 46,460 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2021, an estimated $1.5M.
  • Simplicity Solutions first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2020 and held it in 4 quarters.
  • Simplicity Solutions's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $1.5M in Q4 2020.
  • 12 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.