Shepherd Wealth Management’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Shepherd Wealth Management’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	–	Sell	-11,426	Closed	-$1.01M	–	62
2026 Q1	$1.01M	Buy	+11,426	New	+$464K	0.75%	19

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

Shepherd Wealth Management's HSCZ Position: Q2 2026 in Review

Shepherd Wealth Management sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2026, closing a stake of 11,426 shares — an estimated $1.01M sold.

Shepherd Wealth Management first reported a position in HSCZ in Q1 2026 and held it in 1 quarter. The position peaked at $1.01M in Q1 2026. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Shepherd Wealth Management reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Shepherd Wealth Management sold 11,426 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $1.01M.
Shepherd Wealth Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2026 and held it in 1 quarter.
Shepherd Wealth Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $1.01M in Q1 2026.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.