IA
HSCZ icon

IFP Advisors’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

IFP Advisors’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 		$788K Sell
19,866
-370
-2% -$15K 0.02% 781
2025
Q4 		$787K Buy
20,236
+1,523
+8% +$58.5K 0.02% 750
2025
Q3 		$704K Buy
18,713
+3,737
+25% +$137K 0.02% 737
2025
Q2 		$532K Buy
14,976
+11,549
+337% +$384K 0.02% 807
2025
Q1 		$110K Buy
+3,427
New +$112K ﹤0.01% 1470
2023
Q1 		– Sell
-1,450
Closed -$46K – 3862
2022
Q4 		$46K Hold
1,450
– – ﹤0.01% 2299
2022
Q3 		$46K Hold
1,450
– – ﹤0.01% 2430
2022
Q2 		$46K Hold
1,450
– – ﹤0.01% 2214
2022
Q1 		$46K Buy
+1,450
New +$50.2K ﹤0.01% 2214

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 $376B 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 $184M AUM 20.73% 1-Year Est. Return