Dynamic Advisor Solutions
HSCZ icon

Dynamic Advisor Solutions’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Dynamic Advisor Solutions’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 		$632K Sell
14,558
-1,034
-7% -$44.9K 0.02% 590
2026
Q2 		$670K Sell
15,592
-440
-3% -$18.6K 0.02% 595
2026
Q1 		$636K Sell
16,032
-584
-4% -$23.7K 0.02% 576
2025
Q4 		$647K Sell
16,616
-723
-4% -$27.8K 0.02% 564
2025
Q3 		$652K Sell
17,339
-736
-4% -$27K 0.02% 561
2025
Q2 		$643K Sell
18,075
-1,105
-6% -$36.7K 0.02% 549
2025
Q1 		$618K Buy
19,180
+557
+3% +$18.1K 0.02% 533
2024
Q4 		$596K Buy
18,623
+363
+2% +$11.7K 0.03% 397
2024
Q3 		$597K Sell
18,260
-6,149
-25% -$195K 0.02% 576
2024
Q2 		$780K Sell
24,409
-1,156
-5% -$36.6K 0.02% 511
2024
Q1 		$805K Sell
25,565
-1,748
-6% -$52.3K 0.03% 485
2023
Q4 		$793K Sell
27,313
-168
-0.6% -$4.69K 0.03% 467
2023
Q3 		$766K Sell
27,481
-629
-2% -$17.7K 0.04% 413
2023
Q2 		$800K Buy
28,110
+6,614
+31% +$185K 0.04% 390
2023
Q1 		$588K Buy
21,496
+2,004
+10% +$54.6K 0.03% 436
2022
Q4 		$503K Buy
19,492
+3,095
+19% +$91.9K 0.03% 439
2022
Q3 		$486K Buy
16,397
+3,129
+24% +$99.3K 0.04% 398
2022
Q2 		$416K Sell
13,268
-1,447
-10% -$47.9K 0.03% 447
2022
Q1 		$506K Buy
14,715
+2,090
+17% +$72.4K 0.04% 434
2021
Q4 		$465K Buy
12,625
+1,090
+9% +$40.5K 0.03% 448
2021
Q3 		$425K Buy
11,535
+3,005
+35% +$112K 0.03% 484
2021
Q2 		$311K Buy
8,530
+2,272
+36% +$81.9K 0.02% 534
2021
Q1 		$220K Sell
6,258
-2,067
-25% -$69.9K 0.02% 586
2020
Q4 		$268K Sell
8,325
-2,693
-24% -$81.8K 0.03% 517
2020
Q3 		$319K Buy
11,018
+1,486
+16% +$41.7K 0.04% 417
2020
Q2 		$261K Buy
+9,532
New +$245K 0.04% 412
2020
Q1 		– Sell
-9,897
Closed -$304K – 540
2019
Q4 		$304K Buy
+9,897
New +$300K 0.04% 409

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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
FF
Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return
CS
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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dynamic Advisor Solutions's HSCZ Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 6.6% in Q3 2026, selling an estimated $44.9K and leaving 14,558 shares worth $632K. The position accounts for 0.02% of the portfolio, ranked #590.

Dynamic Advisor Solutions first reported a position in HSCZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $805K in Q1 2024. 9 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

  • Dynamic Advisor Solutions held 14,558 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $632K as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,034 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $44.9K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #590 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Dynamic Advisor Solutions's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $805K in Q1 2024.
  • 9 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.