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Capital Analysts LLC’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Capital Analysts LLC’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 		$61K Hold
1,541
– – ﹤0.01% 906
2025
Q4 		$60K Buy
+1,541
New +$59.2K ﹤0.01% 884
2025
Q1 		– Sell
-53
Closed -$2K – 1400
2024
Q4 		$2K Hold
53
– – ﹤0.01% 1222
2024
Q3 		$2K Hold
53
– – ﹤0.01% 1216
2024
Q2 		$2K Buy
+53
New +$1.68K ﹤0.01% 1111

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

Capital Analysts LLC's HSCZ Position: Q1 2026 in Review

Capital Analysts LLC held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q1 2026 at 1,541 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Capital Analysts LLC first reported a position in HSCZ in Q2 2024 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Capital Analysts LLC held 1,541 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $61K as of Q1 2026.
  • Capital Analysts LLC left its iShares Currency Hedged MSCI EAFE Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #906 holding.
  • Capital Analysts LLC first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2024 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.