iShares Cur HDG MSCI Eafe SMHSCZETF
13F holders, Q3 2024 (September 30)48holders −1
7new positions
7sold out
$32.67avg. 13F price*
At the end of Q3 2024, 48 institutions reported holding iShares Cur HDG MSCI Eafe SM (HSCZ) in their 13F filings, down 1 from Q2 2024. 7 opened new positions and 7 sold out. The largest holders were Berkeley, Inc ($13.9M), Capital Wealth Management, LLC ($7.5M) and LPL Financial LLC ($4.7M).
- Company
- iShares Cur HDG MSCI Eafe SM
- CUSIP
- 46435G839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.1M |
| Exits | 7 | $8.6M |
All 13F filers, Q2 2024 → Q3 2024: 436,377 shares bought and 388,854 shares sold, net +47,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Berkeley, Inc | 4.04% | Add +106.7% | 424,214 | $13.9M |
| Capital Wealth Management, LLC | 3.22% | Reduce -4.1% | 229,797 | $7.5M |
| LPL Financial LLC | 0.00% | Add +12.1% | 143,210 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.9% | 125,223 | $4.1M |
| Systelligence, LLC | 0.91% | Reduce -3.9% | 112,857 | $3.7M |
| AE Wealth Management LLC | 0.03% | Reduce -38.4% | 108,171 | $3.5M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 92,174 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +7.3% | 81,945 | $2.7M |
| Comprehensive Wealth Management, LLC | 1.58% | Add +31.9% | 74,441 | $2.4M |
| Sachetta, LLC | 0.81% | Add +37.3% | 62,737 | $2.0M |
| Janney Montgomery Scott LLC | 0.00% | New | 50,494 | $1.6M |
| Old Mission Capital LLC | 0.03% | Add +191.5% | 47,579 | $1.6M |
| Certified Advisory Corp | 0.15% | Add +2.8% | 40,360 | $1.3M |
| WESCAP Management Group, Inc. | 0.24% | Reduce -7.2% | 28,962 | $946K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.4% | 23,488 | $767K |
| Trademark Financial Management, LLC | 0.53% | Reduce -3.4% | 20,555 | $672K |
| Envestnet Asset Management Inc. | 0.00% | Add +104.7% | 19,776 | $646K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -25.2% | 18,260 | $597K |
| Osaic Holdings, Inc. | 0.00% | Add +6.6% | 16,945 | $554K |
| Valmark Advisers, Inc. | 0.01% | New | 16,841 | $550K |
| MML Investors Services, LLC | 0.00% | Add +161.0% | 16,757 | $547K |
| Avantax Advisory Services, Inc. | 0.00% | Add +55.1% | 15,759 | $515K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,579 | $476K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +13.3% | 13,439 | $439K |
| Rovin Capital /Ut/ | 0.16% | Add +10.4% | 12,846 | $420K |
| Susquehanna International Group, LLP | 0.00% | New | 10,714 | $350K |
| Sage Mountain Advisors LLC | 0.03% | No change | 10,077 | $329K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.6% | 9,368 | $306K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.0% | 9,186 | $300K |
| Moneco Advisors, LLC | 0.04% | Add +10.1% | 8,602 | $281K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.7% | 8,393 | $274K |
| Able Wealth Management LLC | 0.19% | Reduce -37.0% | 7,753 | $253K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -37.8% | 6,842 | $224K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +1.3% | 5,640 | $184K |
| Global Retirement Partners, LLC | 0.00% | Add +16.9% | 2,274 | $74K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,153 | $70K |
| Comerica Bank | 0.00% | No change | 1,907 | $62K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,003 | $30K |
| FMR LLC | 0.00% | New | 862 | $28K |
| Morgan Stanley | 0.00% | No change | 706 | $23K |
| Continuum Advisory, LLC | 0.00% | No change | 648 | $21K |
| Harbour Investments, Inc. | 0.00% | Add +2.9% | 459 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 200 | $7K |
| Signaturefd, LLC | 0.00% | No change | 145 | $5K |
| Royal Bank of Canada | 0.00% | Reduce -77.2% | 96 | $3K |
| Capital Analysts, LLC | 0.00% | No change | 53 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 29 | $947 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 28 | $915 |
"% of holder's portfolio" is HSCZ's weight in each manager's 13F, not the share of iShares Cur HDG MSCI Eafe SM the manager owns.