TIM
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Total Investment Management’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Total Investment Management’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
Q3 		– Sell
-16
Closed -$568 – 422
2025
Q2 		$568 Buy
+16
New +$532 ﹤0.01% 726

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Cetera Investment Advisers
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
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Total Investment Management's HSCZ Position: Q3 2025 in Review

Total Investment Management sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q3 2025, closing a stake of 16 shares — an estimated $568 sold.

Total Investment Management first reported a position in HSCZ in Q2 2025 and held it in 1 quarter. The position peaked at $568 in Q2 2025. 52 funds tracked by Wall St. Rank hold HSCZ as of Q3 2025.

  • Total Investment Management reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 16 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2025, an estimated $568.
  • Total Investment Management first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $568 in Q2 2025.
  • 52 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.