CWM
HSCZ icon

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

Comprehensive Wealth Management's HSCZ Position: Q1 2026 in Review

Comprehensive Wealth Management increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 3.5% in Q1 2026, buying an estimated $138K and bringing the position to 100,257 shares worth $3.98M. The position accounts for 2.01% of the portfolio, ranked #10.

Comprehensive Wealth Management first reported a position in HSCZ in Q1 2022 and has held it in 17 quarters since. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Comprehensive Wealth Management held 100,257 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $3.98M as of Q1 2026.
  • Comprehensive Wealth Management bought 3,400 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $138K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 2.01% of Comprehensive Wealth Management's portfolio in Q1 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 17 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.