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Steward Partners Investment Advisory’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Steward Partners Investment Advisory’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
-250
Closed -$9.92K – 4761
2026
Q1 		$9.92K Buy
+250
New +$10.1K ﹤0.01% 3570

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory's HSCZ Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2026, closing a stake of 250 shares — an estimated $9.92K sold.

Steward Partners Investment Advisory first reported a position in HSCZ in Q1 2026 and held it in 1 quarter. The position peaked at $9.92K in Q1 2026. 58 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 250 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $9.92K.
  • Steward Partners Investment Advisory first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Steward Partners Investment Advisory's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $9.92K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.