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 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

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

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 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

Lighthouse Wealth Management's HSCZ Position: Q1 2026 in Review

Lighthouse Wealth Management increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 16% in Q1 2026, buying an estimated $650K and bringing the position to 115,448 shares worth $4.58M. The position accounts for 3.11% of the portfolio, ranked #11.

Lighthouse Wealth Management first reported a position in HSCZ in Q4 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

Lighthouse Wealth Management held 115,448 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $4.58M as of Q1 2026.
Lighthouse Wealth Management bought 16,021 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $650K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 3.11% of Lighthouse Wealth Management's portfolio in Q1 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 6 quarters since.
57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Lighthouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.