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

WESCAP Management 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	$1.92M	Buy	44,700 +759	+2%	+$32.2K	0.36%	52
2026 Q1	$1.74M	Buy	43,941 +3,725	+9%	+$151K	0.34%	51
2025 Q4	$1.56M	Buy	40,216 +2,004	+5%	+$77K	0.32%	56
2025 Q3	$1.44M	Buy	38,212 +1,065	+3%	+$39K	0.3%	57
2025 Q2	$1.32M	Sell	37,147 -10,297	-22%	-$342K	0.3%	57
2025 Q1	$1.53M	Buy	47,444 +1,375	+3%	+$44.8K	0.37%	49
2024 Q4	$1.47M	Buy	46,069 +17,107	+59%	+$553K	0.36%	50
2024 Q3	$946K	Sell	28,962 -2,238	-7%	-$71K	0.24%	61
2024 Q2	$996K	Buy	31,200 +4,344	+16%	+$138K	0.28%	58
2024 Q1	$846K	Buy	26,856 +5,574	+26%	+$167K	0.25%	62
2023 Q4	$624K	Buy	21,282 +8,016	+60%	+$224K	0.2%	61
2023 Q3	$370K	Buy	13,266 +3,104	+31%	+$87.5K	0.13%	75
2023 Q2	$289K	Buy	+10,162	New	+$284K	0.1%	80
2023 Q1	–	Sell	-10,179	Closed	-$263K	–	92
2022 Q4	$263K	Sell	10,179 -37,571	-79%	-$1.12M	0.09%	85
2022 Q3	$1.41M	Buy	47,750 +24,660	+107%	+$782K	0.54%	42
2022 Q2	$723K	Buy	+23,090	New	+$765K	0.25%	65

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

WESCAP Management Group's HSCZ Position: Q2 2026 in Review

WESCAP Management Group increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 1.7% in Q2 2026, buying an estimated $32.2K and bringing the position to 44,700 shares worth $1.92M. The position accounts for 0.36% of the portfolio, ranked #52.

WESCAP Management Group first reported a position in HSCZ in Q2 2022 and has held it in 16 quarters since. 59 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

WESCAP Management Group held 44,700 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $1.92M as of Q2 2026.
WESCAP Management Group bought 759 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q2 2026, an estimated $32.2K.
iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.36% of WESCAP Management Group's portfolio in Q2 2026, its #52 holding.
WESCAP Management Group first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2022 and has held it in 16 quarters since.
59 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.