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HSCZ icon

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

Sachetta’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 		$3.62M Buy
84,183
+2,729
+3% +$116K 1.76% 11
2026
Q1 		$3.23M Sell
81,454
-2,304
-3% -$93.5K 1.75% 11
2025
Q4 		$3.26M Buy
83,758
+1,344
+2% +$51.6K 1.78% 11
2025
Q3 		$3.1M Sell
82,414
-2,291
-3% -$84K 1.15% 16
2025
Q2 		$3.01M Sell
84,705
-46,817
-36% -$1.56M 1.19% 16
2025
Q1 		$4.24M Buy
131,522
+21,132
+19% +$688K 1.74% 9
2024
Q4 		$3.53M Buy
110,390
+47,653
+76% +$1.54M 1.39% 14
2024
Q3 		$2.05M Buy
62,737
+17,037
+37% +$540K 0.81% 20
2024
Q2 		$1.46M Buy
45,700
+42,918
+1,543% +$1.36M 0.64% 29
2024
Q1 		$81.5K Hold
2,782
– – 0.04% 205
2023
Q4 		$81.5K Buy
+2,782
New +$77.7K 0.04% 205

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sachetta's HSCZ Position: Q2 2026 in Review

Sachetta increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 3.4% in Q2 2026, buying an estimated $116K and bringing the position to 84,183 shares worth $3.62M. The position accounts for 1.76% of the portfolio, ranked #11.

Sachetta first reported a position in HSCZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.24M in Q1 2025. 9 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • Sachetta held 84,183 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $3.62M as of Q2 2026.
  • Sachetta bought 2,729 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $116K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 1.76% of Sachetta's portfolio in Q2 2026, its #11 holding.
  • Sachetta first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Sachetta's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $4.24M in Q1 2025.
  • 9 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.