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Certified Advisory Corp’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Certified Advisory Corp’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 		$4.17M Buy
96,957
+23,983
+33% +$1.02M 0.34% 80
2026
Q1 		$2.9M Buy
72,974
+11,828
+19% +$480K 0.26% 93
2025
Q4 		$2.38M Buy
61,146
+6,482
+12% +$249K 0.22% 108
2025
Q3 		$2.06M Buy
54,664
+82
+0.2% +$3K 0.2% 111
2025
Q2 		$1.94M Buy
54,582
+4,163
+8% +$138K 0.2% 110
2025
Q1 		$1.62M Sell
50,419
-3,284
-6% -$107K 0.18% 116
2024
Q4 		$1.72M Buy
53,703
+13,343
+33% +$431K 0.19% 112
2024
Q3 		$1.32M Buy
40,360
+1,101
+3% +$34.9K 0.15% 127
2024
Q2 		$1.25M Buy
39,259
+1,032
+3% +$32.7K 0.16% 122
2024
Q1 		$1.2M Sell
38,227
-6,813
-15% -$204K 0.17% 118
2023
Q4 		$1.32M Buy
+45,040
New +$1.26M 0.2% 112
2022
Q4 		– Sell
-44,225
Closed -$1.31M – 234
2022
Q3 		$1.31M Buy
44,225
+9,091
+26% +$288K 0.3% 88
2022
Q2 		$1.1M Buy
35,134
+18,137
+107% +$601K 0.25% 101
2022
Q1 		$585K Buy
+16,997
New +$589K 0.12% 147

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 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

Certified Advisory Corp's HSCZ Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 33% in Q2 2026, buying an estimated $1.02M and bringing the position to 96,957 shares worth $4.17M. The position accounts for 0.34% of the portfolio, ranked #80.

Certified Advisory Corp first reported a position in HSCZ in Q1 2022 and has held it in 14 quarters since. 9 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • Certified Advisory Corp held 96,957 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $4.17M as of Q2 2026.
  • Certified Advisory Corp bought 23,983 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.02M.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.34% of Certified Advisory Corp's portfolio in Q2 2026, its #80 holding.
  • Certified Advisory Corp first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.