SPC
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Sigma Planning Corp’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Sigma Planning Corp’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 		$355K Sell
8,941
-1,698
-16% -$68.9K 0.01% 980
2025
Q4 		$414K Buy
10,639
+1,076
+11% +$41.3K 0.01% 874
2025
Q3 		$360K Buy
+9,563
New +$350K 0.01% 959

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

Sigma Planning Corp's HSCZ Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 16% in Q1 2026, selling an estimated $68.9K and leaving 8,941 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #980.

Sigma Planning Corp first reported a position in HSCZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $414K in Q4 2025. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Sigma Planning Corp held 8,941 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $355K as of Q1 2026.
  • Sigma Planning Corp sold 1,698 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $68.9K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #980 holding.
  • Sigma Planning Corp first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $414K 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 Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.