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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
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 – 3119
2024
Q4 		$5.25K Buy
+164
New +$5.3K ﹤0.01% 2317

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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Geneos Wealth Management's HSCZ Position: Q1 2026 in Review

Geneos Wealth Management increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 483% in Q1 2026, buying an estimated $104K and bringing the position to 3,102 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Geneos Wealth Management first reported a position in HSCZ in Q4 2024 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Geneos Wealth Management held 3,102 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $123K as of Q1 2026.
  • Geneos Wealth Management bought 2,570 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $104K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1113 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 3 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.