Commonwealth Equity Services
HSCZ icon

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
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 		$228 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Commonwealth Equity Services's HSCZ Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 9.5% in Q1 2026, buying an estimated $221K and bringing the position to 62,881 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Commonwealth Equity Services first reported a position in HSCZ in Q2 2021 and has held it in 18 quarters since. The position peaked at $4.97M in Q1 2024. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Commonwealth Equity Services held 62,881 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $2.49M as of Q1 2026.
  • Commonwealth Equity Services bought 5,437 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $221K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1824 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 18 quarters since.
  • Commonwealth Equity Services's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $4.97M in Q1 2024.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.