SL
HSCZ icon

Systelligence LLC’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Systelligence LLC’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
2025
Q2 		– Sell
-70,774
Closed -$2.28M – 59
2025
Q1 		$2.28M Sell
70,774
-55,286
-44% -$1.8M 0.55% 44
2024
Q4 		$4.04M Buy
126,060
+13,203
+12% +$427K 1% 40
2024
Q3 		$3.69M Sell
112,857
-4,617
-4% -$146K 0.91% 40
2024
Q2 		$3.75M Sell
117,474
-1,482
-1% -$47K 1% 38
2024
Q1 		$3.75M Sell
118,956
-253
-0.2% -$7.57K 0.98% 38
2023
Q4 		$3.49M Buy
119,209
+12,445
+12% +$348K 0.95% 39
2023
Q3 		$2.98M Buy
+106,764
New +$3.01M 0.84% 41
2020
Q3 		– Sell
-154,891
Closed -$4.25M – 57
2020
Q2 		$4.25M Sell
154,891
-187,661
-55% -$4.83M 1.37% 33
2020
Q1 		$7.83M Buy
342,552
+216,548
+172% +$6.08M 3.65% 7
2019
Q4 		$3.87M Buy
+126,004
New +$3.81M 1.42% 29

Other funds holding HSCZ

CWM
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 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
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $184M AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return