VA
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Valmark Advisers’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Valmark Advisers’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
-16,841
Closed -$550K – 606
2024
Q3 		$550K Buy
+16,841
New +$534K 0.01% 401

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

Valmark Advisers's HSCZ Position: Q4 2024 in Review

Valmark Advisers sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q4 2024, closing a stake of 16,841 shares — an estimated $550K sold.

Valmark Advisers first reported a position in HSCZ in Q3 2024 and held it in 1 quarter. The position peaked at $550K in Q3 2024. 50 funds tracked by Wall St. Rank hold HSCZ as of Q4 2024.

  • Valmark Advisers reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Valmark Advisers sold 16,841 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q4 2024, an estimated $550K.
  • Valmark Advisers first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Valmark Advisers's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $550K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.