Action Point Financial Planning’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Action Point Financial Planning’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
2026 Q2	$16.7K	Buy	+388	New	+$16.4K	﹤0.01%	1209

Other funds holding HSCZ

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Action Point Financial Planning's HSCZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2026: 388 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1209 among its holdings.

59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Action Point Financial Planning held 388 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $16.7K as of Q2 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1209 holding.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.