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 Q3	$1.53M	Sell	35,364 -191	-0.5%	-$8.29K	0.02%	312
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

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Apella Capital's HSCZ Position: Q3 2026 in Review

Apella Capital reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 0.54% in Q3 2026, selling an estimated $8.29K and leaving 35,364 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #312.

Apella Capital first reported a position in HSCZ in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.6M in Q1 2026. 12 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

Apella Capital held 35,364 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $1.53M as of Q3 2026.
Apella Capital sold 191 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $8.29K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #312 holding.
Apella Capital first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2025 and has held it in 7 quarters since.
Apella Capital's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $1.6M in Q1 2026.
12 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.