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 Q3	$401K	Hold	9,234	–	–	0.08%	106
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 $439M AUM 11.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return

Montis Financial's HSCZ Position: Q3 2026 in Review

Montis Financial held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q3 2026 at 9,234 shares worth $401K. The position accounts for 0.08% of the portfolio, ranked #106.

Montis Financial first reported a position in HSCZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $803K in Q4 2024. 37 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

Montis Financial held 9,234 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $401K as of Q3 2026.
Montis Financial left its iShares Currency Hedged MSCI EAFE Small-Cap ETF share count unchanged in Q3 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.08% of Montis Financial's portfolio in Q3 2026, its #106 holding.
Montis Financial first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Montis Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $803K in Q4 2024.
37 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.