UBS Group
HSCZ icon

UBS Group’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

UBS Group’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
-766
Closed -$30.4K – 10694
2026
Q1 		$30.4K Buy
+766
New +$31.1K ﹤0.01% 7681
2025
Q3 		– Sell
-495
Closed -$17.6K – 10566
2025
Q2 		$17.6K Buy
+495
New +$16.4K ﹤0.01% 8524
2024
Q3 		– Sell
-55
Closed -$1.76K – 9734
2024
Q2 		$1.76K Sell
55
-169
-75% -$5.36K ﹤0.01% 8501
2024
Q1 		$7.06K Buy
+224
New +$6.7K ﹤0.01% 7415
2023
Q4 		– Sell
-945
Closed -$26.3K – 9557
2023
Q3 		$26.3K Buy
+945
New +$26.6K ﹤0.01% 6659
2023
Q2 		– Sell
-142
Closed -$3.89K – 9209
2023
Q1 		$3.89K Sell
142
-5,605
-98% -$153K ﹤0.01% 8267
2022
Q4 		$148K Buy
5,747
+5,686
+9,321% +$169K ﹤0.01% 5733
2022
Q3 		$2K Buy
+61
New +$1.94K ﹤0.01% 9731
2022
Q2 		– Sell
-1,715
Closed -$59K – 10580
2022
Q1 		$59K Buy
1,715
+1,369
+396% +$47.4K ﹤0.01% 6330
2021
Q4 		$13K Sell
346
-433
-56% -$16.1K ﹤0.01% 8451
2021
Q3 		$29K Buy
779
+241
+45% +$8.95K ﹤0.01% 6779
2021
Q2 		$20K Buy
+538
New +$19.4K ﹤0.01% 7330
2020
Q2 		– Sell
-679
Closed -$16K – 8115
2020
Q1 		$16K Buy
+679
New +$19.1K ﹤0.01% 6631
2019
Q1 		– Sell
-1,062
Closed -$27K – 7897
2018
Q4 		$27K Buy
+1,062
New +$29.9K ﹤0.01% 6562
2018
Q2 		– Sell
-135
Closed -$4K – 8093
2018
Q1 		$4K Sell
135
-165
-55% -$5.1K ﹤0.01% 7325
2017
Q4 		$9K Buy
+300
New +$9.17K ﹤0.01% 7088
2017
Q3 		– Sell
-33
Closed -$1K – 7843
2017
Q2 		$1K Buy
+33
New +$929 ﹤0.01% 7494
2016
Q3 		– Sell
-518
Closed -$12K – 7788
2016
Q2 		$12K Buy
+518
New +$12.2K ﹤0.01% 6676

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 $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
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

UBS Group's HSCZ Position: Q2 2026 in Review

UBS Group sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q2 2026, closing a stake of 766 shares — an estimated $30.4K sold.

UBS Group first reported a position in HSCZ in Q2 2016 and held it in 18 quarters. The position peaked at $148K in Q4 2022. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • UBS Group reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 766 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $30.4K.
  • UBS Group first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2016 and held it in 18 quarters.
  • UBS Group's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $148K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.