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

Ipsen 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	$4.06M	Sell	102,207 -481	-0.5%	-$19.5K	2.84%	9
2025 Q4	$4M	Buy	102,688 +448	+0.4%	+$17.2K	2.84%	10
2025 Q3	$3.85M	Buy	102,240 +418	+0.4%	+$15.3K	2.77%	10
2025 Q2	$3.62M	Buy	101,822 +3,225	+3%	+$107K	2.76%	10
2025 Q1	$3.17M	Buy	98,597 +929	+1%	+$30.2K	2.73%	11
2024 Q4	$3.13M	Buy	+97,668	New	+$3.16M	2.67%	11
2022 Q4	$1.96M	Buy	+75,763	New	+$2.25M	2.25%	9

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

CAC

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

Ipsen Advisor Group's HSCZ Position: Q1 2026 in Review

Ipsen Advisor Group reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 0.47% in Q1 2026, selling an estimated $19.5K and leaving 102,207 shares worth $4.06M. The position accounts for 2.84% of the portfolio, ranked #9.

Ipsen Advisor Group first reported a position in HSCZ in Q4 2022 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

Ipsen Advisor Group held 102,207 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $4.06M as of Q1 2026.
Ipsen Advisor Group sold 481 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $19.5K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 2.84% of Ipsen Advisor Group's portfolio in Q1 2026, its #9 holding.
Ipsen Advisor Group first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 7 quarters since.
57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.