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

Verde Capital 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
2022
Q2 		– Sell
-5,914
Closed -$204K – 42
2022
Q1 		$204K Sell
5,914
-305
-5% -$10.6K 0.08% 41
2021
Q4 		$229K Buy
6,219
+530
+9% +$19.7K 0.09% 39
2021
Q3 		$210K Buy
+5,689
New +$211K 0.09% 37
2020
Q1 		– Sell
-24,471
Closed -$752K – 36
2019
Q4 		$752K Buy
+24,471
New +$741K 0.44% 27

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Verde Capital Management's HSCZ Position: Q2 2022 in Review

Verde Capital Management sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2022, closing a stake of 5,914 shares — an estimated $204K sold.

Verde Capital Management first reported a position in HSCZ in Q4 2019 and held it in 4 quarters. The position peaked at $752K in Q4 2019. 29 funds tracked by Wall St. Rank hold HSCZ as of Q2 2022.

  • Verde Capital Management reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Verde Capital Management sold 5,914 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2022, an estimated $204K.
  • Verde Capital Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 4 quarters.
  • Verde Capital Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $752K in Q4 2019.
  • 29 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2022.

Based on Verde Capital Management's 13F filing for Q2 2022, filed 28 Jul 2022.