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 Q3	$2.65K	Hold	61	–	–	﹤0.01%	2964
2026 Q2	$2.62K	Hold	61	–	–	﹤0.01%	2888
2026 Q1	$2.42K	Hold	61	–	–	﹤0.01%	2810
2025 Q4	$2.37K	Hold	61	–	–	﹤0.01%	2729
2025 Q3	$2.3K	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 $439M AUM 11.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

LWM

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

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc's HSCZ Position: Q3 2026 in Review

AssetMark Inc held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q3 2026 at 61 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

AssetMark Inc first reported a position in HSCZ in Q2 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

AssetMark Inc held 61 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $2.65K as of Q3 2026.
AssetMark Inc left its iShares Currency Hedged MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2964 holding.
AssetMark Inc first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.