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

Berkeley 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 		$1.23M Buy
30,950
+442
+1% +$17.9K 0.41% 43
2025
Q4 		$1.19M Sell
30,508
-844
-3% -$32.4K 0.38% 44
2025
Q3 		$1.18M Sell
31,352
-520
-2% -$19.1K 0.38% 40
2025
Q2 		$1.13M Sell
31,872
-21,141
-40% -$702K 0.41% 41
2025
Q1 		$1.71M Sell
53,013
-198,584
-79% -$6.47M 0.8% 32
2024
Q4 		$8.05M Sell
251,597
-172,617
-41% -$5.58M 4.17% 6
2024
Q3 		$13.9M Buy
424,214
+218,980
+107% +$6.95M 4.04% 5
2024
Q2 		$6.55M Buy
205,234
+12,416
+6% +$393K 4.07% 6
2024
Q1 		$6.07M Buy
192,818
+315
+0.2% +$9.43K 3.68% 6
2023
Q4 		$5.64M Buy
192,503
+10,682
+6% +$298K 3.55% 6
2023
Q3 		$5.07M Buy
181,821
+4,947
+3% +$139K 3.46% 7
2023
Q2 		$5.03M Buy
176,874
+466
+0.3% +$13K 3.39% 7
2023
Q1 		$4.83M Sell
176,408
-1,339
-0.8% -$36.5K 3.5% 7
2022
Q4 		$4.59M Sell
177,747
-1,918
-1% -$56.9K 3.46% 8
2022
Q3 		$5.32M Sell
179,665
-6,973
-4% -$221K 4.48% 5
2022
Q2 		$5.85M Buy
186,638
+26,453
+17% +$876K 4.68% 4
2022
Q1 		$5.51M Buy
160,185
+2,343
+1% +$81.1K 3.85% 5
2021
Q4 		$5.81M Buy
157,842
+3,467
+2% +$129K 3.87% 5
2021
Q3 		$5.69M Buy
154,375
+3,539
+2% +$131K 4.19% 5
2021
Q2 		$5.49M Sell
150,836
-280
-0.2% -$10.1K 3.93% 6
2021
Q1 		$5.31M Buy
151,116
+11,819
+8% +$400K 3.95% 6
2020
Q4 		$4.48M Buy
+139,297
New +$4.23M 3.62% 6

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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
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
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

Berkeley Inc's HSCZ Position: Q1 2026 in Review

Berkeley Inc increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 1.4% in Q1 2026, buying an estimated $17.9K and bringing the position to 30,950 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #43.

Berkeley Inc first reported a position in HSCZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.9M in Q3 2024. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Berkeley Inc held 30,950 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $1.23M as of Q1 2026.
  • Berkeley Inc bought 442 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $17.9K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.41% of Berkeley Inc's portfolio in Q1 2026, its #43 holding.
  • Berkeley Inc first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Berkeley Inc's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $13.9M in Q3 2024.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.