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

Comprehensive 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	$3.61M	Sell	83,898 -16,359	-16%	-$693K	1.65%	10
2026 Q1	$3.98M	Buy	100,257 +3,400	+4%	+$138K	2.01%	10
2025 Q4	$3.77M	Buy	96,857 +7,891	+9%	+$303K	2.22%	12
2025 Q3	$3.35M	Buy	88,966 +17,347	+24%	+$636K	2.37%	11
2025 Q2	$2.55M	Sell	71,619 -10,207	-12%	-$339K	2.05%	11
2025 Q1	$2.63M	Sell	81,826 -18,163	-18%	-$591K	1.83%	6
2024 Q4	$3.2M	Buy	99,989 +25,548	+34%	+$826K	2.39%	5
2024 Q3	$2.43M	Buy	74,441 +17,986	+32%	+$570K	1.58%	5
2024 Q2	$1.8M	Buy	56,455 +15,326	+37%	+$486K	1.32%	8
2024 Q1	$1.3M	Buy	41,129 +5,793	+16%	+$173K	1.01%	9
2023 Q4	$1.04M	Buy	35,336 +2,157	+7%	+$60.2K	0.94%	13
2023 Q3	$925K	Buy	33,179 +1,499	+5%	+$42.2K	0.87%	15
2023 Q2	$901K	Buy	31,680 +1,451	+5%	+$40.6K	0.78%	16
2023 Q1	$828K	Buy	30,229 +261	+0.9%	+$7.12K	0.68%	17
2022 Q4	$774K	Buy	29,968 +4,719	+19%	+$140K	0.71%	15
2022 Q3	$748K	Buy	25,249 +1,014	+4%	+$32.2K	0.75%	12
2022 Q2	$759K	Buy	24,235 +5,445	+29%	+$180K	0.65%	10
2022 Q1	$646K	Buy	+18,790	New	+$651K	0.66%	11

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

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

Comprehensive Wealth Management reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 16% in Q2 2026, selling an estimated $693K and leaving 83,898 shares worth $3.61M. The position accounts for 1.65% of the portfolio, ranked #10.

Comprehensive Wealth Management first reported a position in HSCZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.98M in Q1 2026. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Comprehensive Wealth Management held 83,898 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $3.61M as of Q2 2026.
Comprehensive Wealth Management sold 16,359 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $693K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 1.65% of Comprehensive Wealth Management's portfolio in Q2 2026, its #10 holding.
Comprehensive Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Comprehensive Wealth Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $3.98M in Q1 2026.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.