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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
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
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

Great Valley Advisor Group's HSCZ Position: Q1 2026 in Review

Great Valley Advisor Group reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 7.8% in Q1 2026, selling an estimated $23.1K and leaving 6,769 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Great Valley Advisor Group first reported a position in HSCZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Great Valley Advisor Group held 6,769 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $269K as of Q1 2026.
  • Great Valley Advisor Group sold 569 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $23.1K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #859 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 4 quarters since.
  • Great Valley Advisor Group's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $285K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.