AssetMark Inc’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

AssetMark Inc’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	$2.42K	Hold	61	–	–	﹤0.01%	2810
2025 Q4	$2.37K	Hold	61	–	–	﹤0.01%	2729
2025 Q3	$2.29K	Hold	61	–	–	﹤0.01%	2596
2025 Q2	$2.17K	Buy	+61	New	+$2.03K	﹤0.01%	2405

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

AssetMark Inc's HSCZ Position: Q1 2026 in Review

AssetMark Inc held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q1 2026 at 61 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

AssetMark Inc first reported a position in HSCZ in Q2 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

AssetMark Inc held 61 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $2.42K as of Q1 2026.
AssetMark Inc left its iShares Currency Hedged MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2810 holding.
AssetMark Inc first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.