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

Envestnet Asset 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	$1.74M	Buy	40,444 +981	+2%	+$41.6K	﹤0.01%	3257
2026 Q1	$1.57M	Sell	39,463 -1,503	-4%	-$61K	﹤0.01%	3177
2025 Q4	$1.59M	Buy	40,966 +3,566	+10%	+$137K	﹤0.01%	3001
2025 Q3	$1.41M	Buy	37,400 +1,171	+3%	+$42.9K	﹤0.01%	3126
2025 Q2	$1.29M	Buy	36,229 +974	+3%	+$32.4K	﹤0.01%	3112
2025 Q1	$1.14M	Buy	35,255 +8,153	+30%	+$265K	﹤0.01%	3125
2024 Q4	$868K	Buy	27,102 +7,326	+37%	+$237K	﹤0.01%	3260
2024 Q3	$646K	Buy	19,776 +10,113	+105%	+$321K	﹤0.01%	3382
2024 Q2	$309K	Buy	+9,663	New	+$306K	﹤0.01%	3722
2022 Q2	–	Sell	-9,194	Closed	-$316K	–	3980
2022 Q1	$316K	Buy	+9,194	New	+$318K	﹤0.01%	3421
2020 Q1	–	Sell	-6,506	Closed	-$200K	–	3046
2019 Q4	$200K	Buy	+6,506	New	+$197K	﹤0.01%	2921

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

Envestnet Asset Management's HSCZ Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 2.5% in Q2 2026, buying an estimated $41.6K and bringing the position to 40,444 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3257.

Envestnet Asset Management first reported a position in HSCZ in Q4 2019 and has held it in 11 quarters since. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Envestnet Asset Management held 40,444 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $1.74M as of Q2 2026.
Envestnet Asset Management bought 981 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $41.6K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3257 holding.
Envestnet Asset Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2019 and has held it in 11 quarters since.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.