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

Trademark Financial 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
Q4 		– Sell
-20,555
Closed -$672K – 96
2024
Q3 		$672K Sell
20,555
-717
-3% -$22.7K 0.53% 43
2024
Q2 		$679K Sell
21,272
-193
-0.9% -$6.12K 0.55% 39
2024
Q1 		$676K Buy
+21,465
New +$642K 0.56% 41

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trademark Financial Management's HSCZ Position: Q4 2024 in Review

Trademark Financial Management sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q4 2024, closing a stake of 20,555 shares — an estimated $672K sold.

Trademark Financial Management first reported a position in HSCZ in Q1 2024 and held it in 3 quarters. The position peaked at $679K in Q2 2024. 50 funds tracked by Wall St. Rank hold HSCZ as of Q4 2024.

  • Trademark Financial Management reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Trademark Financial Management sold 20,555 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $672K.
  • Trademark Financial Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2024 and held it in 3 quarters.
  • Trademark Financial Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $679K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.