Commonwealth Equity Services’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Commonwealth Equity Services’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	$3.42M	Buy	79,476 +16,595	+26%	+$703K	﹤0.01%	1680
2026 Q1	$2.49M	Buy	62,881 +5,437	+9%	+$221K	﹤0.01%	1824
2025 Q4	$2.24M	Sell	57,444 -23,625	-29%	-$908K	﹤0.01%	1876
2025 Q3	$3.05M	Sell	81,069 -5,999	-7%	-$220K	﹤0.01%	1696
2025 Q2	$3.1M	Sell	87,068 -23,370	-21%	-$777K	﹤0.01%	1672
2025 Q1	$3.56M	Sell	110,438 -1,026	-0.9%	-$33.4K	0.01%	1513
2024 Q4	$3.57M	Sell	111,464 -13,759	-11%	-$445K	0.01%	1456
2024 Q3	$4.09M	Sell	125,223 -16,931	-12%	-$537K	0.01%	1352
2024 Q2	$4.54M	Sell	142,154 -15,600	-10%	-$494K	0.01%	1248
2024 Q1	$4.97M	Buy	157,754 +33,233	+27%	+$995K	0.01%	1174
2023 Q4	$3.65M	Buy	124,521 +17,258	+16%	+$482K	0.01%	1301
2023 Q3	$2.99M	Buy	107,263 +19,166	+22%	+$540K	0.01%	1338
2023 Q2	$2.51M	Buy	88,097 +79,744	+955%	+$2.23M	0.01%	1479
2023 Q1	$228K	Sell	8,353 -195	-2%	-$5.32K	﹤0.01%	3201
2022 Q4	$220K	Buy	+8,548	New	+$254K	﹤0.01%	3136
2022 Q2	–	Sell	-6,570	Closed	-$226K	–	3732
2022 Q1	$226K	Sell	6,570 -289	-4%	-$10K	﹤0.01%	3218
2021 Q4	$252K	Sell	6,859 -336	-5%	-$12.5K	﹤0.01%	3110
2021 Q3	$265K	Buy	7,195 +40	+0.6%	+$1.49K	﹤0.01%	3038
2021 Q2	$260K	Buy	+7,155	New	+$258K	﹤0.01%	3037

Other funds holding HSCZ

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services's HSCZ Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 26% in Q2 2026, buying an estimated $703K and bringing the position to 79,476 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Commonwealth Equity Services first reported a position in HSCZ in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.97M in Q1 2024. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Commonwealth Equity Services held 79,476 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $3.42M as of Q2 2026.
Commonwealth Equity Services bought 16,595 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $703K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1680 holding.
Commonwealth Equity Services first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2021 and has held it in 19 quarters since.
Commonwealth Equity Services's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $4.97M in Q1 2024.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.