Osaic Holdings
HSCZ icon

Osaic Holdings’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Osaic Holdings’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 		$879K Buy
22,152
+15,080
+213% +$612K ﹤0.01% 2832
2025
Q4 		$275K Sell
7,072
-6,190
-47% -$238K ﹤0.01% 3883
2025
Q3 		$490K Sell
13,262
-521
-4% -$19.1K ﹤0.01% 3439
2025
Q2 		$490K Sell
13,783
-6,026
-30% -$200K ﹤0.01% 3151
2025
Q1 		$638K Buy
19,809
+2,148
+12% +$69.9K ﹤0.01% 2645
2024
Q4 		$565K Buy
17,661
+716
+4% +$23.1K ﹤0.01% 2680
2024
Q3 		$554K Buy
16,945
+1,048
+7% +$33.2K ﹤0.01% 2774
2024
Q2 		$508K Buy
15,897
+3,555
+29% +$113K ﹤0.01% 2755
2024
Q1 		$389K Sell
12,342
-2,772
-18% -$83K ﹤0.01% 3139
2023
Q4 		$443K Sell
15,114
-16,167
-52% -$451K ﹤0.01% 3262
2023
Q3 		$871K Buy
31,281
+22,508
+257% +$634K ﹤0.01% 2756
2023
Q2 		$250K Buy
8,773
+3,476
+66% +$97.3K ﹤0.01% 3724
2023
Q1 		$145K Sell
5,297
-997
-16% -$27.2K ﹤0.01% 4127
2022
Q4 		$163K Sell
6,294
-1,698
-21% -$50.4K ﹤0.01% 4040
2022
Q3 		$237K Sell
7,992
-1,789
-18% -$56.8K ﹤0.01% 3587
2022
Q2 		$307K Sell
9,781
-8,357
-46% -$277K ﹤0.01% 3401
2022
Q1 		$624K Buy
18,138
+7,400
+69% +$256K ﹤0.01% 3014
2021
Q4 		$396K Sell
10,738
-890
-8% -$33.1K ﹤0.01% 3290
2021
Q3 		$429K Sell
11,628
-150
-1% -$5.57K ﹤0.01% 3199
2021
Q2 		$429K Buy
11,778
+6,531
+124% +$235K ﹤0.01% 3180
2021
Q1 		$184K Buy
5,247
+1,040
+25% +$35.2K ﹤0.01% 3813
2020
Q4 		$136K Sell
4,207
-372
-8% -$11.3K ﹤0.01% 3820
2020
Q3 		$132K Sell
4,579
-47
-1% -$1.32K ﹤0.01% 3599
2020
Q2 		$126K Sell
4,626
-830
-15% -$21.4K ﹤0.01% 3517
2020
Q1 		$125K Buy
+5,456
New +$153K ﹤0.01% 3286

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
LPL Financial
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
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

Osaic Holdings's HSCZ Position: Q1 2026 in Review

Osaic Holdings increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 213% in Q1 2026, buying an estimated $612K and bringing the position to 22,152 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Osaic Holdings first reported a position in HSCZ in Q1 2020 and has held it in 25 quarters since. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Osaic Holdings held 22,152 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $879K as of Q1 2026.
  • Osaic Holdings bought 15,080 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $612K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2832 holding.
  • Osaic Holdings first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.