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Apella Capital’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Apella Capital’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 		$1.53M Sell
35,555
-2,037
-5% -$86.3K 0.02% 301
2026
Q1 		$1.6M Sell
37,592
-3,404
-8% -$138K 0.02% 288
2025
Q4 		$1.6M Buy
40,996
+170
+0.4% +$6.53K 0.03% 226
2025
Q3 		$1.55M Sell
40,826
-1,623
-4% -$59.5K 0.03% 200
2025
Q2 		$1.49M Sell
42,449
-6,020
-12% -$200K 0.04% 178
2025
Q1 		$1.5M Buy
+48,469
New +$1.58M 0.05% 157

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Apella Capital's HSCZ Position: Q2 2026 in Review

Apella Capital reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 5.4% in Q2 2026, selling an estimated $86.3K and leaving 35,555 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #301.

Apella Capital first reported a position in HSCZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.6M in Q1 2026. 9 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • Apella Capital held 35,555 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $1.53M as of Q2 2026.
  • Apella Capital sold 2,037 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $86.3K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #301 holding.
  • Apella Capital first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $1.6M in Q1 2026.
  • 9 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.