NewEdge Advisors’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

NewEdge Advisors’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	$21.5K	Hold	500	–	–	﹤0.01%	3338
2026 Q1	$19.8K	Hold	500	–	–	﹤0.01%	3196
2025 Q4	$19.5K	Hold	500	–	–	﹤0.01%	3269
2025 Q3	$18.8K	Buy	+500	New	+$18.3K	﹤0.01%	3143
2024 Q3	–	Sell	-35	Closed	-$1.12K	–	3870
2024 Q2	$1.12K	Sell	35 -16,558	-100%	-$525K	﹤0.01%	3445
2024 Q1	$523K	Buy	16,593 +976	+6%	+$29.2K	﹤0.01%	1322
2023 Q4	$458K	Buy	15,617 +1,484	+11%	+$41.4K	﹤0.01%	1327
2023 Q3	$394K	Buy	14,133 +2,481	+21%	+$69.9K	﹤0.01%	1289
2023 Q2	$332K	Buy	+11,652	New	+$326K	﹤0.01%	1413
2023 Q1	–	Sell	-1	Closed	-$26	–	3750
2022 Q4	$26	Buy	+1	New	+$30	﹤0.01%	3564

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

NewEdge Advisors's HSCZ Position: Q2 2026 in Review

NewEdge Advisors held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q2 2026 at 500 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3338.

NewEdge Advisors first reported a position in HSCZ in Q4 2022 and has held it in 10 quarters since. The position peaked at $523K in Q1 2024. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

NewEdge Advisors held 500 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $21.5K as of Q2 2026.
NewEdge Advisors left its iShares Currency Hedged MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3338 holding.
NewEdge Advisors first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 10 quarters since.
NewEdge Advisors's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $523K in Q1 2024.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.