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HSCZ icon

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
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 $416M AUM 18.45% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Fortitude Financial's HSCZ Position: Q2 2026 in Review

Fortitude Financial sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2026, closing a stake of 15,951 shares — an estimated $633K sold.

Fortitude Financial first reported a position in HSCZ in Q4 2024 and held it in 4 quarters. The position peaked at $870K in Q4 2025. 9 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • Fortitude Financial reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Fortitude Financial sold 15,951 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $633K.
  • Fortitude Financial first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2024 and held it in 4 quarters.
  • Fortitude Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $870K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.