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

Montis 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	$397K	Sell	9,234 -16	-0.2%	-$678	0.08%	109
2026 Q1	$367K	Sell	9,250 -898	-9%	-$36.5K	0.08%	111
2025 Q4	$395K	Sell	10,148 -1,122	-10%	-$43.1K	0.08%	110
2025 Q3	$424K	Sell	11,270 -1,584	-12%	-$58.1K	0.1%	112
2025 Q2	$457K	Sell	12,854 -8,083	-39%	-$269K	0.13%	92
2025 Q1	$674K	Sell	20,937 -4,134	-16%	-$135K	0.2%	69
2024 Q4	$803K	Buy	+25,071	New	+$811K	0.25%	57

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

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 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

Montis Financial's HSCZ Position: Q2 2026 in Review

Montis Financial reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 0.17% in Q2 2026, selling an estimated $678 and leaving 9,234 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #109.

Montis Financial first reported a position in HSCZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $803K in Q4 2024. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Montis Financial held 9,234 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $397K as of Q2 2026.
Montis Financial sold 16 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $678.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.08% of Montis Financial's portfolio in Q2 2026, its #109 holding.
Montis Financial first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Montis Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $803K in Q4 2024.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.