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Clarity Retirement & Wealth’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Clarity Retirement & Wealth’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 		– Sell
-7,811
Closed -$304K – 31
2025
Q4 		$304K Buy
+7,811
New +$300K 0.27% 25

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 $21.5B AUM 26.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Clarity Retirement & Wealth's HSCZ Position: Q1 2026 in Review

Clarity Retirement & Wealth sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2026, closing a stake of 7,811 shares — an estimated $304K sold.

Clarity Retirement & Wealth first reported a position in HSCZ in Q4 2025 and held it in 1 quarter. The position peaked at $304K in Q4 2025. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Clarity Retirement & Wealth reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Clarity Retirement & Wealth sold 7,811 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $304K.
  • Clarity Retirement & Wealth first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Clarity Retirement & Wealth's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $304K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.