AWM
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AE Wealth Management’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

AE Wealth 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
2026
Q2 		$6.64M Sell
154,473
-101,111
-40% -$4.29M 0.03% 377
2026
Q1 		$10.1M Buy
255,584
+61,743
+32% +$2.51M 0.05% 290
2025
Q4 		$7.54M Buy
193,841
+74,694
+63% +$2.87M 0.04% 332
2025
Q3 		$4.48M Buy
119,147
+18,050
+18% +$662K 0.03% 387
2025
Q2 		$3.59M Buy
101,097
+13,136
+15% +$436K 0.03% 412
2025
Q1 		$2.83M Sell
87,961
-22,094
-20% -$719K 0.02% 449
2024
Q4 		$3.52M Buy
110,055
+1,884
+2% +$60.9K 0.03% 410
2024
Q3 		$3.53M Sell
108,171
-67,384
-38% -$2.14M 0.03% 406
2024
Q2 		$5.61M Buy
175,555
+9,780
+6% +$310K 0.06% 305
2024
Q1 		$5.22M Buy
165,775
+778
+0.5% +$23.3K 0.06% 290
2023
Q4 		$4.87M Buy
164,997
+23,512
+17% +$657K 0.02% 598
2023
Q3 		$3.94M Buy
141,485
+27,617
+24% +$778K 0.02% 610
2023
Q2 		$3.24M Buy
113,868
+24,873
+28% +$696K 0.02% 682
2023
Q1 		$2.44M Buy
88,995
+20,419
+30% +$557K 0.02% 726
2022
Q4 		$1.77M Sell
68,576
-1,559
-2% -$46.3K 0.01% 791
2022
Q3 		$2.08M Sell
70,135
-19,935
-22% -$632K 0.02% 691
2022
Q2 		$2.82M Sell
90,070
-1,850
-2% -$61.3K 0.02% 556
2022
Q1 		$3.16M Sell
91,920
-3,331
-3% -$115K 0.02% 571
2021
Q4 		$3.51M Buy
95,251
+545
+0.6% +$20.3K 0.02% 520
2021
Q3 		$3.49M Buy
94,706
+13,109
+16% +$487K 0.03% 466
2021
Q2 		$2.97M Buy
81,597
+14,137
+21% +$510K 0.03% 515
2021
Q1 		$2.37M Buy
67,460
+20,957
+45% +$709K 0.02% 526
2020
Q4 		$1.5M Buy
46,503
+3,767
+9% +$114K 0.02% 583
2020
Q3 		$1.24M Sell
42,736
-250
-0.6% -$7.02K 0.02% 572
2020
Q2 		$1.18M Buy
42,986
+4,464
+12% +$115K 0.02% 567
2020
Q1 		$881K Buy
+38,522
New +$1.08M 0.02% 516

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

AE Wealth Management's HSCZ Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 40% in Q2 2026, selling an estimated $4.29M and leaving 154,473 shares worth $6.64M. The position accounts for 0.03% of the portfolio, ranked #377.

AE Wealth Management first reported a position in HSCZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.1M in Q1 2026. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • AE Wealth Management held 154,473 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $6.64M as of Q2 2026.
  • AE Wealth Management sold 101,111 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $4.29M.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #377 holding.
  • AE Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • AE Wealth Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $10.1M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.