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

Geneos Wealth 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 Q3	$135K	Hold	3,102	–	–	﹤0.01%	1245
2026 Q2	$133K	Hold	3,102	–	–	﹤0.01%	1120
2026 Q1	$123K	Buy	3,102 +2,570	+483%	+$104K	﹤0.01%	1113
2025 Q4	$20.7K	Buy	+532	New	+$20.4K	﹤0.01%	1709
2025 Q1	–	Sell	-164	Closed	-$5.25K	–	3098
2024 Q4	$5.25K	Buy	+164	New	+$5.3K	﹤0.01%	2317

Other funds holding HSCZ

CWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return

Geneos Wealth Management's HSCZ Position: Q3 2026 in Review

Geneos Wealth Management held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q3 2026 at 3,102 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Geneos Wealth Management first reported a position in HSCZ in Q4 2024 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

Geneos Wealth Management held 3,102 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $135K as of Q3 2026.
Geneos Wealth Management left its iShares Currency Hedged MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1245 holding.
Geneos Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.