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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
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
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

WESCAP Management Group's HSCZ Position: Q1 2026 in Review

WESCAP Management Group increased its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) stake by 9.3% in Q1 2026, buying an estimated $151K and bringing the position to 43,941 shares worth $1.74M. The position accounts for 0.34% of the portfolio, ranked #51.

WESCAP Management Group first reported a position in HSCZ in Q2 2022 and has held it in 15 quarters since. 57 funds tracked by Wall St. Rank hold HSCZ as of Q1 2026.

  • WESCAP Management Group held 43,941 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $1.74M as of Q1 2026.
  • WESCAP Management Group bought 3,725 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q1 2026, an estimated $151K.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.34% of WESCAP Management Group's portfolio in Q1 2026, its #51 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 15 quarters since.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.