WN
HSCZ icon

Williams & Novak’s iShares Currency Hedged MSCI EAFE Small-Cap ETF HSCZ Stock Holding History

Williams & Novak’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 		$244K Hold
5,680
– – 0.16% 106
2026
Q1 		$229K Hold
5,680
– – 0.17% 99
2025
Q4 		$221K Hold
5,680
– – 0.17% 104
2025
Q3 		$214K Hold
5,680
– – 0.16% 109
2025
Q2 		$202K Buy
+5,680
New +$189K 0.17% 102

Other funds holding HSCZ

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Williams & Novak's HSCZ Position: Q2 2026 in Review

Williams & Novak held its iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) position steady in Q2 2026 at 5,680 shares worth $244K. The position accounts for 0.16% of the portfolio, ranked #106.

Williams & Novak first reported a position in HSCZ in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold HSCZ as of Q2 2026.

  • Williams & Novak held 5,680 shares of iShares Currency Hedged MSCI EAFE Small-Cap ETF worth $244K as of Q2 2026.
  • Williams & Novak left its iShares Currency Hedged MSCI EAFE Small-Cap ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI EAFE Small-Cap ETF made up 0.16% of Williams & Novak's portfolio in Q2 2026, its #106 holding.
  • Williams & Novak first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.