Great Valley Advisor Group’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Great Valley Advisor Group’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	$291K	Hold	6,769	–	–	﹤0.01%	861
2026 Q1	$269K	Sell	6,769 -569	-8%	-$23.1K	﹤0.01%	859
2025 Q4	$285K	Hold	7,338	–	–	0.01%	796
2025 Q3	$276K	Buy	7,338 +569	+8%	+$20.9K	0.01%	786
2025 Q2	$241K	Buy	+6,769	New	+$225K	0.01%	808

Other funds holding HSCZ

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LWM

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

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Great Valley Advisor Group's HSCZ Position: Q2 2026 in Review

Great Valley Advisor Group held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q2 2026 at 6,769 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Great Valley Advisor Group first reported a position in HSCZ in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Great Valley Advisor Group held 6,769 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $291K as of Q2 2026.
Great Valley Advisor Group left its iShares Currency Hedged MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #861 holding.
Great Valley Advisor Group first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.