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

Allworth Financial’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
Q1 		$27.1K Sell
684
-566
-45% -$23K ﹤0.01% 2775
2025
Q4 		$48.6K Buy
+1,250
New +$48K ﹤0.01% 2217

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Allworth Financial's HSCZ Position: Q1 2026 in Review

Allworth Financial reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 45% in Q1 2026, selling an estimated $23K and leaving 684 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

Allworth Financial first reported a position in HSCZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $48.6K in Q4 2025. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Allworth Financial held 684 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $27.1K as of Q1 2026.
  • Allworth Financial sold 566 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $23K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2775 holding.
  • Allworth Financial first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $48.6K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.