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 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

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

Sigma Planning Corp's HSCZ Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 8.2% in Q2 2026, buying an estimated $30.9K and bringing the position to 9,671 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #1004.

Sigma Planning Corp first reported a position in HSCZ in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Sigma Planning Corp held 9,671 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $416K as of Q2 2026.
Sigma Planning Corp bought 730 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $30.9K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1004 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 4 quarters since.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.