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 Q3	$353K	Sell	8,125 -1,546	-16%	-$67.1K	0.01%	990
2026 Q2	$416K	Buy	9,671 +730	+8%	+$30.9K	0.01%	1004
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

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Sigma Planning Corp's HSCZ Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 16% in Q3 2026, selling an estimated $67.1K and leaving 8,125 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #990.

Sigma Planning Corp first reported a position in HSCZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $416K in Q2 2026. 15 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

Sigma Planning Corp held 8,125 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $353K as of Q3 2026.
Sigma Planning Corp sold 1,546 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $67.1K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #990 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 5 quarters since.
Sigma Planning Corp's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $416K in Q2 2026.
15 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.