UBS Group
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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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return
IAG
Ipsen Advisor Group Little Rock, Arkansas $143M AUM 15.81% 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

UBS Group's HSCZ Position: Q1 2026 in Review

UBS Group opened a new position in iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2026: 766 shares worth $30.4K. The stake represents ﹤0.01% of the portfolio and ranks #7681 among its holdings. This is a return to the name: UBS Group previously reported a position in HSCZ as recently as Q2 2025.

UBS Group first reported a position in HSCZ in Q2 2016 and has held it in 18 quarters since. The position peaked at $148K in Q4 2022. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • UBS Group held 766 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $30.4K as of Q1 2026.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF was a new UBS Group position in Q1 2026.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7681 holding.
  • UBS Group first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2016 and has held it in 18 quarters since.
  • UBS Group's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $148K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.