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Visionary Wealth Advisors’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Visionary Wealth Advisors’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
Q3 		– Sell
-17,109
Closed -$546K – 543
2024
Q2 		$546K Buy
+17,109
New +$542K 0.04% 316

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Visionary Wealth Advisors's HSCZ Position: Q3 2024 in Review

Visionary Wealth Advisors sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q3 2024, closing a stake of 17,109 shares — an estimated $546K sold.

Visionary Wealth Advisors first reported a position in HSCZ in Q2 2024 and held it in 1 quarter. The position peaked at $546K in Q2 2024. 48 funds tracked by Wall St. Rank hold HSCZ as of Q3 2024.

  • Visionary Wealth Advisors reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 17,109 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2024, an estimated $546K.
  • Visionary Wealth Advisors first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Visionary Wealth Advisors's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $546K in Q2 2024.
  • 48 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2024.

Based on Visionary Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.