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

Thoroughbred Financial Services’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	$247K	Sell	5,755 -4,351	-43%	-$184K	0.01%	567
2026 Q1	$400K	Hold	10,106	–	–	0.02%	438
2025 Q4	$393K	Sell	10,106 -127	-1%	-$4.88K	0.02%	429
2025 Q3	$384K	Buy	+10,233	New	+$375K	0.02%	432
2025 Q2	–	Sell	-10,148	Closed	-$326K	–	624
2025 Q1	$326K	Sell	10,148 -3,789	-27%	-$123K	0.02%	524
2024 Q4	$446K	Buy	13,937 +498	+4%	+$16.1K	0.03%	435
2024 Q3	$439K	Buy	13,439 +1,582	+13%	+$50.2K	0.03%	432
2024 Q2	$378K	Buy	11,857 +4,664	+65%	+$148K	0.03%	444
2024 Q1	$226K	Buy	+7,193	New	+$215K	0.02%	422

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

Thoroughbred Financial Services's HSCZ Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 43% in Q2 2026, selling an estimated $184K and leaving 5,755 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #567.

Thoroughbred Financial Services first reported a position in HSCZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $446K in Q4 2024. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

Thoroughbred Financial Services held 5,755 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $247K as of Q2 2026.
Thoroughbred Financial Services sold 4,351 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $184K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #567 holding.
Thoroughbred Financial Services first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Thoroughbred Financial Services's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $446K in Q4 2024.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.