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Summit Financial’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Summit Financial’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
2025
Q4 		– Sell
-5,552
Closed -$209K – 1304
2025
Q3 		$209K Buy
+5,552
New +$203K ﹤0.01% 1190

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 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
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Summit Financial's HSCZ Position: Q4 2025 in Review

Summit Financial sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q4 2025, closing a stake of 5,552 shares — an estimated $209K sold.

Summit Financial first reported a position in HSCZ in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 57 funds tracked by Wall St. Rank hold HSCZ as of Q4 2025.

  • Summit Financial reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 5,552 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q4 2025, an estimated $209K.
  • Summit Financial first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Summit Financial's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $209K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.