Bank of Montreal
HSCZ icon

Bank of Montreal’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Bank of Montreal’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 		– Sell
-88
Closed -$2.9K – 3864
2025
Q4 		$2.9K Buy
+88
New +$3.38K ﹤0.01% 3530
2024
Q1 		– Sell
-2,510
Closed -$73.7K – 4077
2023
Q4 		$73.7K Buy
+2,510
New +$70.1K ﹤0.01% 3457

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 $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Bank of Montreal's HSCZ Position: Q1 2026 in Review

Bank of Montreal sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2026, closing a stake of 88 shares — an estimated $2.9K sold.

Bank of Montreal first reported a position in HSCZ in Q4 2023 and held it in 2 quarters. The position peaked at $73.7K in Q4 2023. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Bank of Montreal reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 88 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $2.9K.
  • Bank of Montreal first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Bank of Montreal's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $73.7K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.