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

Solano Wealth Management’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
Q2 		$1.28M Buy
40,167
+9,142
+29% +$290K 0.7% 17
2024
Q1 		$977K Buy
+31,025
New +$928K 0.55% 18

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
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

Solano Wealth Management's HSCZ Position: Q2 2024 in Review

Solano Wealth Management increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 29% in Q2 2024, buying an estimated $290K and bringing the position to 40,167 shares worth $1.28M. The position accounts for 0.7% of the portfolio, ranked #17.

Solano Wealth Management first reported a position in HSCZ in Q1 2024 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold HSCZ as of Q2 2024.

  • Solano Wealth Management held 40,167 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $1.28M as of Q2 2024.
  • Solano Wealth Management bought 9,142 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $290K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.7% of Solano Wealth Management's portfolio in Q2 2024, its #17 holding.
  • Solano Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.