Fortitude Financial’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Fortitude Financial’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	$710K	Buy	+16,335	New	+$709K	0.33%	28
2026 Q2	–	Sell	-15,951	Closed	-$633K	–	35
2026 Q1	$633K	Sell	15,951 -6,420	-29%	-$261K	0.33%	23
2025 Q4	$870K	Buy	+22,371	New	+$860K	0.74%	19
2025 Q2	–	Sell	-21,716	Closed	-$699K	–	39
2025 Q1	$699K	Hold	21,716	–	–	0.67%	22
2024 Q4	$695K	Buy	+21,716	New	+$702K	0.39%	23

Other funds holding HSCZ

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fortitude Financial's HSCZ Position: Q3 2026 in Review

Fortitude Financial opened a new position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q3 2026: 16,335 shares worth $710K. The stake represents 0.33% of the portfolio and ranks #28 among its holdings. This is a return to the name: Fortitude Financial previously reported a position in HSCZ as recently as Q1 2026.

Fortitude Financial first reported a position in HSCZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $870K in Q4 2025. 42 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

Fortitude Financial held 16,335 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $710K as of Q3 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF was a new Fortitude Financial position in Q3 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.33% of Fortitude Financial's portfolio in Q3 2026, its #28 holding.
Fortitude Financial first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
Fortitude Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $870K in Q4 2025.
42 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Fortitude Financial's 13F filing for Q3 2026, filed 19 Oct 2026.