Raymond James Financial
HSCZ icon

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

Raymond James 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 		$586K Sell
14,771
-875
-6% -$35.5K ﹤0.01% 4247
2025
Q4 		$609K Buy
15,646
+1,826
+13% +$70.2K ﹤0.01% 4125
2025
Q3 		$520K Buy
13,820
+1,220
+10% +$44.7K ﹤0.01% 4100
2025
Q2 		$448K Sell
12,600
-3,508
-22% -$117K ﹤0.01% 4074
2025
Q1 		$519K Sell
16,108
-18,436
-53% -$600K ﹤0.01% 3921
2024
Q4 		$1.11M Buy
+34,544
New +$1.12M ﹤0.01% 3385

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

Raymond James Financial's HSCZ Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 5.6% in Q1 2026, selling an estimated $35.5K and leaving 14,771 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #4247.

Raymond James Financial first reported a position in HSCZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2024. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Raymond James Financial held 14,771 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $586K as of Q1 2026.
  • Raymond James Financial sold 875 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $35.5K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4247 holding.
  • Raymond James 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.
  • Raymond James Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $1.11M 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.