Capital A Wealth Management’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Capital A Wealth Management’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	$19.5K	Buy	+667	New	+$22.2K	0.22%	145
2025 Q1	–	Sell	-19	Closed	-$608	–	807
2024 Q4	$608	Buy	+19	New	+$614	﹤0.01%	632

Other funds holding HSCZ

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

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

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

Capital A Wealth Management's HSCZ Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2025: 667 shares worth $19.5K. The stake represents 0.22% of the portfolio and ranks #145 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in HSCZ as recently as Q4 2024.

Capital A Wealth Management first reported a position in HSCZ in Q4 2024 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold HSCZ as of Q2 2025.

Capital A Wealth Management held 667 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $19.5K as of Q2 2025.
iShares Currency Hedged MSCI EAFE Small-Cap ETF was a new Capital A Wealth Management position in Q2 2025.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.22% of Capital A Wealth Management's portfolio in Q2 2025, its #145 holding.
Capital A Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.