LPL Financial
HSCZ icon

LPL Financial’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

LPL Financial’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 		$6.05M Sell
140,702
-4,833
-3% -$205K ﹤0.01% 2617
2026
Q1 		$5.77M Buy
145,535
+11,843
+9% +$481K ﹤0.01% 2499
2025
Q4 		$5.2M Buy
133,692
+1,869
+1% +$71.8K ﹤0.01% 2503
2025
Q3 		$4.96M Sell
131,823
-25,082
-16% -$919K ﹤0.01% 2465
2025
Q2 		$5.58M Sell
156,905
-136,134
-46% -$4.52M ﹤0.01% 2214
2025
Q1 		$9.44M Buy
293,039
+130,048
+80% +$4.23M ﹤0.01% 1650
2024
Q4 		$5.22M Buy
162,991
+19,781
+14% +$640K ﹤0.01% 2051
2024
Q3 		$4.68M Buy
143,210
+15,479
+12% +$491K ﹤0.01% 2051
2024
Q2 		$4.08M Buy
127,731
+14,786
+13% +$469K ﹤0.01% 2021
2024
Q1 		$3.56M Buy
112,945
+50,821
+82% +$1.52M ﹤0.01% 2053
2023
Q4 		$1.82M Buy
62,124
+15,557
+33% +$434K ﹤0.01% 2488
2023
Q3 		$1.3M Sell
46,567
-1,668
-3% -$47K ﹤0.01% 2674
2023
Q2 		$1.37M Sell
48,235
-1,520
-3% -$42.5K ﹤0.01% 2596
2023
Q1 		$1.36M Sell
49,755
-267
-0.5% -$7.28K ﹤0.01% 2496
2022
Q4 		$1.29M Buy
50,022
+5,995
+14% +$178K ﹤0.01% 2442
2022
Q3 		$1.3M Buy
44,027
+5,525
+14% +$175K ﹤0.01% 2331
2022
Q2 		$1.21M Buy
38,502
+11,252
+41% +$373K ﹤0.01% 2431
2022
Q1 		$937K Buy
27,250
+8,414
+45% +$291K ﹤0.01% 2672
2021
Q4 		$693K Buy
+18,836
New +$700K ﹤0.01% 2987

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

LPL Financial's HSCZ Position: Q2 2026 in Review

LPL Financial reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 3.3% in Q2 2026, selling an estimated $205K and leaving 140,702 shares worth $6.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

LPL Financial first reported a position in HSCZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.44M in Q1 2025. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • LPL Financial held 140,702 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $6.05M as of Q2 2026.
  • LPL Financial sold 4,833 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $205K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2617 holding.
  • LPL Financial first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • LPL Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $9.44M in Q1 2025.
  • 59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.