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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
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
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

Shepherd Wealth Management's HSCZ Position: Q1 2026 in Review

Shepherd Wealth Management opened a new position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2026: 11,426 shares worth $1.01M. The stake represents 0.75% of the portfolio and ranks #19 among its holdings.

57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Shepherd Wealth Management held 11,426 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $1.01M as of Q1 2026.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF was a new Shepherd Wealth Management position in Q1 2026.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.75% of Shepherd Wealth Management's portfolio in Q1 2026, its #19 holding.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.