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 Q3	–	Sell	-5,680	Closed	-$244K	–	153
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

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Fortitude Financial Spokane, Washington $213M AUM 18.2% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Williams & Novak's HSCZ Position: Q3 2026 in Review

Williams & Novak sold out of iShares Currency Hedged MSCI EAFE Small-Cap ETF (HSCZ) in Q3 2026, closing a stake of 5,680 shares — an estimated $244K sold.

Williams & Novak first reported a position in HSCZ in Q2 2025 and held it in 5 quarters. The position peaked at $244K in Q2 2026. 14 funds tracked by Wall St. Rank hold HSCZ as of Q3 2026.

Williams & Novak reported no remaining iShares Currency Hedged MSCI EAFE Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Williams & Novak sold 5,680 iShares Currency Hedged MSCI EAFE Small-Cap ETF shares in Q3 2026, an estimated $244K.
Williams & Novak first reported a position in iShares Currency Hedged MSCI EAFE Small-Cap ETF in Q2 2025 and held it in 5 quarters.
Williams & Novak's iShares Currency Hedged MSCI EAFE Small-Cap ETF position peaked at $244K in Q2 2026.
14 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE Small-Cap ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.