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 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Envestnet Asset Management's HSCZ Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 3.7% in Q1 2026, selling an estimated $61K and leaving 39,463 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Envestnet Asset Management first reported a position in HSCZ in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2025. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

Envestnet Asset Management held 39,463 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $1.57M as of Q1 2026.
Envestnet Asset Management sold 1,503 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $61K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3177 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 10 quarters since.
Envestnet Asset Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $1.59M in Q4 2025.
57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.