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

Capital Square’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 Q3	$461K	Buy	10,620 +1,239	+13%	+$53.8K	0.2%	113
2026 Q2	$403K	Buy	9,381 +844	+10%	+$35.8K	0.18%	127
2026 Q1	$354K	Buy	8,537 +1,669	+24%	+$67.7K	0.16%	143
2025 Q4	$267K	Buy	6,868 +1,177	+21%	+$45.2K	0.14%	162
2025 Q3	$214K	Buy	+5,691	New	+$209K	0.11%	182

Other funds holding HSCZ

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Capital Square's HSCZ Position: Q3 2026 in Review

Capital Square increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 13% in Q3 2026, buying an estimated $53.8K and bringing the position to 10,620 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #113.

Capital Square first reported a position in HSCZ in Q3 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

Capital Square held 10,620 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $461K as of Q3 2026.
Capital Square bought 1,239 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $53.8K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.2% of Capital Square's portfolio in Q3 2026, its #113 holding.
Capital Square first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.