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

Sowell Financial Services’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
Q1 		– Sell
-31,255
Closed -$1.15M – 303
2021
Q4 		$1.15M Buy
31,255
+14,427
+86% +$536K 0.07% 307
2021
Q3 		$620K Buy
+16,828
New +$625K 0.04% 366

Other funds holding HSCZ

BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Sowell Financial Services's HSCZ Position: Q1 2022 in Review

Sowell Financial Services sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2022, closing a stake of 31,255 shares — an estimated $1.15M sold.

Sowell Financial Services first reported a position in HSCZ in Q3 2021 and held it in 2 quarters. The position peaked at $1.15M in Q4 2021. 33 funds tracked by Wall St. Rank hold HSCZ as of Q1 2022.

  • Sowell Financial Services reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 31,255 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2022, an estimated $1.15M.
  • Sowell Financial Services first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Sowell Financial Services's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $1.15M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.