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

Capital 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
2026
Q2 		$25.2M Buy
587,317
+16,204
+3% +$687K 6.07% 6
2026
Q1 		$22.7M Buy
571,113
+295,009
+107% +$12M 6.13% 7
2025
Q4 		$10.7M Buy
276,104
+775
+0.3% +$29.8K 3.47% 12
2025
Q3 		$10.4M Buy
275,329
+1,832
+0.7% +$67.1K 3.6% 12
2025
Q2 		$9.72M Buy
273,497
+18,159
+7% +$603K 3.63% 12
2025
Q1 		$8.22M Buy
255,338
+8,788
+4% +$286K 3.41% 12
2024
Q4 		$7.89M Buy
246,550
+16,753
+7% +$542K 3.38% 12
2024
Q3 		$7.51M Sell
229,797
-9,731
-4% -$309K 3.22% 13
2024
Q2 		$7.65M Buy
239,528
+2,806
+1% +$88.9K 3.5% 12
2024
Q1 		$7.46M Sell
236,722
-30
-0% -$898 3.57% 11
2023
Q4 		$6.94M Sell
236,752
-3,866
-2% -$108K 3.53% 11
2023
Q3 		$6.7M Buy
240,618
+2,256
+0.9% +$63.6K 3.68% 11
2023
Q2 		$6.78M Buy
238,362
+4,617
+2% +$129K 3.69% 12
2023
Q1 		$6.4M Buy
233,745
+55,655
+31% +$1.52M 3.67% 12
2022
Q4 		$4.6M Sell
178,090
-40,112
-18% -$1.19M 3.11% 10
2022
Q3 		$6.46M Buy
218,202
+22,803
+12% +$723K 5.01% 5
2022
Q2 		$6.12M Buy
195,399
+70,165
+56% +$2.32M 4.54% 5
2022
Q1 		$4.31M Buy
125,234
+91,585
+272% +$3.17M 2.91% 11
2021
Q4 		$1.24M Buy
33,649
+5,934
+21% +$221K 0.87% 27
2021
Q3 		$1.02M Buy
27,715
+4,348
+19% +$162K 0.79% 27
2021
Q2 		$850K Buy
23,367
+16,755
+253% +$604K 0.62% 28
2021
Q1 		$232K Sell
6,612
-539
-8% -$18.2K 0.18% 33
2020
Q4 		$230K Sell
7,151
-879
-11% -$26.7K 0.2% 33
2020
Q3 		$232K Buy
+8,030
New +$225K 0.23% 30

Other funds holding HSCZ

CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Capital Wealth Management's HSCZ Position: Q2 2026 in Review

Capital Wealth Management increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 2.8% in Q2 2026, buying an estimated $687K and bringing the position to 587,317 shares worth $25.2M. The position accounts for 6.07% of the portfolio, ranked #6.

Capital Wealth Management first reported a position in HSCZ in Q3 2020 and has held it in 24 quarters since. 9 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • Capital Wealth Management held 587,317 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $25.2M as of Q2 2026.
  • Capital Wealth Management bought 16,204 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $687K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 6.07% of Capital Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Capital Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.