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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
S
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

LPL Financial's HSCZ Position: Q1 2026 in Review

LPL Financial increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 8.9% in Q1 2026, buying an estimated $481K and bringing the position to 145,535 shares worth $5.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

LPL Financial first reported a position in HSCZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.44M in Q1 2025. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • LPL Financial held 145,535 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $5.77M as of Q1 2026.
  • LPL Financial bought 11,843 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $481K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2499 holding.
  • LPL Financial first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • LPL Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $9.44M in Q1 2025.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.