Diversify Wealth Management
HSCZ icon

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

Diversify 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
Q3 		$398K Buy
+9,268
New +$402K 0.01% 998

Other funds holding HSCZ

LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Fortitude Financial
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management's HSCZ Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q3 2026: 9,268 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #998 among its holdings.

12 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

  • Diversify Wealth Management held 9,268 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $398K as of Q3 2026.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF was a new Diversify Wealth Management position in Q3 2026.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #998 holding.
  • 12 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.