Wealth Enhancement Advisory Services
HSCZ icon

Wealth Enhancement Advisory Services’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Wealth Enhancement Advisory 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
Q1 		– Sell
-5,968
Closed -$237K – 3729
2025
Q4 		$237K Sell
5,968
-20
-0.3% -$768 ﹤0.01% 3133
2025
Q3 		$228K Sell
5,988
-819
-12% -$30K ﹤0.01% 3011
2025
Q2 		$240K Buy
+6,807
New +$226K ﹤0.01% 2833
2025
Q1 		– Sell
-8,116
Closed -$260K – 3045
2024
Q4 		$260K Sell
8,116
-277
-3% -$8.96K ﹤0.01% 2499
2024
Q3 		$274K Buy
8,393
+1,381
+20% +$43.8K ﹤0.01% 2239
2024
Q2 		$224K Buy
7,012
+276
+4% +$8.74K ﹤0.01% 2206
2024
Q1 		$212K Buy
+6,736
New +$202K ﹤0.01% 2157

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

Wealth Enhancement Advisory Services's HSCZ Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q1 2026, closing a stake of 5,968 shares — an estimated $237K sold.

Wealth Enhancement Advisory Services first reported a position in HSCZ in Q1 2024 and held it in 7 quarters. The position peaked at $274K in Q3 2024. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,968 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $237K.
  • Wealth Enhancement Advisory Services first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q1 2024 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $274K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.