Systelligence LLC’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Systelligence LLC’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 Q2	–	Sell	-70,774	Closed	-$2.28M	–	59
2025 Q1	$2.28M	Sell	70,774 -55,286	-44%	-$1.8M	0.55%	44
2024 Q4	$4.04M	Buy	126,060 +13,203	+12%	+$427K	1%	40
2024 Q3	$3.69M	Sell	112,857 -4,617	-4%	-$146K	0.91%	40
2024 Q2	$3.75M	Sell	117,474 -1,482	-1%	-$47K	1%	38
2024 Q1	$3.75M	Sell	118,956 -253	-0.2%	-$7.57K	0.98%	38
2023 Q4	$3.49M	Buy	119,209 +12,445	+12%	+$348K	0.95%	39
2023 Q3	$2.98M	Buy	+106,764	New	+$3.01M	0.84%	41
2020 Q3	–	Sell	-154,891	Closed	-$4.25M	–	57
2020 Q2	$4.25M	Sell	154,891 -187,661	-55%	-$4.83M	1.37%	33
2020 Q1	$7.83M	Buy	342,552 +216,548	+172%	+$6.08M	3.65%	7
2019 Q4	$3.87M	Buy	+126,004	New	+$3.81M	1.42%	29

Other funds holding HSCZ

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IAG

Ipsen Advisor Group Little Rock, Arkansas $155M AUM 20.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

Systelligence LLC's HSCZ Position: Q2 2025 in Review

Systelligence LLC sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2025, closing a stake of 70,774 shares — an estimated $2.28M sold.

Systelligence LLC first reported a position in HSCZ in Q4 2019 and held it in 10 quarters. The position peaked at $7.83M in Q1 2020. 50 funds tracked by Wall St. Rank hold HSCZ as of Q2 2025.

Systelligence LLC reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Systelligence LLC sold 70,774 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2025, an estimated $2.28M.
Systelligence LLC first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q4 2019 and held it in 10 quarters.
Systelligence LLC's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $7.83M in Q1 2020.
50 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2025.

Based on Systelligence LLC's 13F filing for Q2 2025, filed 29 Jul 2025.