Harbour Investments’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Harbour Investments’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	$4.3K	Hold	100	–	–	﹤0.01%	3748
2026 Q1	$3.97K	Hold	100	–	–	﹤0.01%	3673
2025 Q4	$3.89K	Buy	100 +89	+809%	+$3.42K	﹤0.01%	3110
2025 Q3	$414	Hold	11	–	–	﹤0.01%	3539
2025 Q2	$391	Sell	11 -435	-98%	-$14.5K	﹤0.01%	3408
2025 Q1	$14.3K	Sell	446 -13	-3%	-$423	﹤0.01%	2348
2024 Q4	$14.7K	Hold	459	–	–	﹤0.01%	2267
2024 Q3	$15K	Buy	459 +13	+3%	+$412	﹤0.01%	2189
2024 Q2	$14.2K	Hold	446	–	–	﹤0.01%	2118
2024 Q1	$14K	Sell	446 -65	-13%	-$1.95K	﹤0.01%	2098
2023 Q4	$15K	Buy	511 +65	+15%	+$1.81K	﹤0.01%	1995
2023 Q3	$12.4K	Buy	446 +4	+0.9%	+$113	﹤0.01%	1946
2023 Q2	$12.6K	Hold	442	–	–	﹤0.01%	1942
2023 Q1	$12.1K	Hold	442	–	–	﹤0.01%	1932
2022 Q4	$11.4K	Buy	442 +48	+12%	+$1.43K	﹤0.01%	1903
2022 Q3	$12K	Hold	394	–	–	﹤0.01%	1852
2022 Q2	$12K	Buy	+394	New	+$13K	﹤0.01%	1852
2021 Q4	$21K	Buy	570 +11	+2%	+$409	﹤0.01%	1647
2021 Q3	$21K	Buy	559 +6	+1%	+$223	﹤0.01%	2269
2021 Q2	$20K	Buy	553 +223	+68%	+$8.04K	﹤0.01%	2343
2021 Q1	$12K	Buy	+330	New	+$11.2K	﹤0.01%	2499

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

Harbour Investments's HSCZ Position: Q2 2026 in Review

Harbour Investments held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q2 2026 at 100 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3748.

Harbour Investments first reported a position in HSCZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $21K in Q4 2021. 58 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Harbour Investments held 100 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $4.3K as of Q2 2026.
Harbour Investments 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 Harbour Investments's portfolio in Q2 2026, its #3748 holding.
Harbour Investments first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $21K in Q4 2021.
58 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.