Lighthouse Wealth Management’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Lighthouse Wealth Management’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 Q3	$5.19M	Buy	119,563 +1,127	+1%	+$48.9K	3.15%	11
2026 Q2	$5.09M	Buy	118,436 +2,988	+3%	+$127K	3.16%	12
2026 Q1	$4.58M	Buy	115,448 +16,021	+16%	+$650K	3.11%	11
2025 Q4	$3.87M	Buy	99,427 +5,185	+6%	+$199K	2.64%	12
2025 Q3	$3.55M	Buy	94,242 +8,266	+10%	+$303K	2.88%	11
2025 Q2	$3.06M	Sell	85,976 -6,230	-7%	-$207K	2.65%	11
2025 Q1	$2.97M	Buy	92,206 +4,639	+5%	+$151K	2.72%	11
2024 Q4	$2.8M	Buy	+87,567	New	+$2.83M	2.57%	11

Other funds holding HSCZ

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Lighthouse Wealth Management's HSCZ Position: Q3 2026 in Review

Lighthouse Wealth Management increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 0.95% in Q3 2026, buying an estimated $48.9K and bringing the position to 119,563 shares worth $5.19M. The position accounts for 3.15% of the portfolio, ranked #11.

Lighthouse Wealth Management first reported a position in HSCZ in Q4 2024 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

Lighthouse Wealth Management held 119,563 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $5.19M as of Q3 2026.
Lighthouse Wealth Management bought 1,127 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $48.9K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 3.15% of Lighthouse Wealth Management's portfolio in Q3 2026, its #11 holding.
Lighthouse Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
8 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Lighthouse Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.