AAS
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Avantax Advisory Services’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$416K Buy
11,691
+5,128
+78% +$170K ﹤0.01% 1695
2025
Q1 		$211K Sell
6,563
-11,724
-64% -$382K ﹤0.01% 2071
2024
Q4 		$585K Buy
18,287
+2,528
+16% +$81.7K ﹤0.01% 1345
2024
Q3 		$515K Buy
15,759
+5,601
+55% +$178K ﹤0.01% 1390
2024
Q2 		$324K Sell
10,158
-9,806
-49% -$311K ﹤0.01% 1642
2024
Q1 		$629K Sell
19,964
-5,276
-21% -$158K 0.01% 939
2023
Q4 		$740K Sell
25,240
-2,518
-9% -$70.3K 0.01% 829
2023
Q3 		$773K Buy
+27,758
New +$782K 0.01% 773

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Avantax Advisory Services's HSCZ Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 78% in Q2 2025, buying an estimated $170K and bringing the position to 11,691 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Avantax Advisory Services first reported a position in HSCZ in Q3 2023 and has held it in 8 quarters since. The position peaked at $773K in Q3 2023. 50 funds tracked by Wall St. Rank hold HSCZ as of Q2 2025.

  • Avantax Advisory Services held 11,691 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $416K as of Q2 2025.
  • Avantax Advisory Services bought 5,128 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $170K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1695 holding.
  • Avantax Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2023 and has held it in 8 quarters since.
  • Avantax Advisory Services's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $773K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.