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 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Montis Financial's HSCZ Position: Q1 2026 in Review

Montis Financial reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 8.8% in Q1 2026, selling an estimated $36.5K and leaving 9,250 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #111.

Montis Financial first reported a position in HSCZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $803K in Q4 2024. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

Montis Financial held 9,250 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $367K as of Q1 2026.
Montis Financial sold 898 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $36.5K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.08% of Montis Financial's portfolio in Q1 2026, its #111 holding.
Montis Financial first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Montis Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $803K in Q4 2024.
57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.