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 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

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

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

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

Lighthouse Wealth Management's HSCZ Position: Q2 2026 in Review

Lighthouse Wealth Management increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 2.6% in Q2 2026, buying an estimated $127K and bringing the position to 118,436 shares worth $5.09M. The position accounts for 3.16% of the portfolio, ranked #12.

Lighthouse Wealth Management first reported a position in HSCZ in Q4 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Lighthouse Wealth Management held 118,436 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $5.09M as of Q2 2026.
Lighthouse Wealth Management bought 2,988 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $127K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 3.16% of Lighthouse Wealth Management's portfolio in Q2 2026, its #12 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 7 quarters since.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.