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

Sage Mountain 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 Q1	$261K	Sell	6,591 -3,546	-35%	-$144K	0.02%	176
2025 Q4	$394K	Hold	10,137	–	–	0.02%	328
2025 Q3	$381K	Hold	10,137	–	–	0.02%	328
2025 Q2	$360K	Hold	10,137	–	–	0.02%	293
2025 Q1	$326K	Hold	10,137	–	–	0.02%	285
2024 Q4	$324K	Buy	10,137 +60	+0.6%	+$1.94K	0.02%	278
2024 Q3	$329K	Hold	10,077	–	–	0.03%	269
2024 Q2	$322K	Hold	10,077	–	–	0.03%	237
2024 Q1	$317K	Hold	10,077	–	–	0.03%	227
2023 Q4	$295K	Buy	+10,077	New	+$281K	0.03%	206
2022 Q1	–	Sell	-10,077	Closed	-$371K	–	658
2021 Q4	$371K	Buy	+10,077	New	+$375K	0.04%	386

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

Sage Mountain Advisors's HSCZ Position: Q1 2026 in Review

Sage Mountain Advisors reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 35% in Q1 2026, selling an estimated $144K and leaving 6,591 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #176.

Sage Mountain Advisors first reported a position in HSCZ in Q4 2021 and has held it in 11 quarters since. The position peaked at $394K in Q4 2025. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

Sage Mountain Advisors held 6,591 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $261K as of Q1 2026.
Sage Mountain Advisors sold 3,546 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $144K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #176 holding.
Sage Mountain Advisors first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Sage Mountain Advisors's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $394K in Q4 2025.
57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.