HSCZ — ISHARES TR MSCI EAFE SMCP

Ownership history in Capital Square, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Capital Square, LLC reported a position in ISHARES TR MSCI EAFE SMCP (HSCZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2025 Q4)
Avg. % of fund
0.12%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,868 +1,177 +20.7% 0.14% $267K $38.91
2025 Q3 INITIATED 5,691 — — 0.11% $214K $36.89
% of Fund (quarterly)    HSCZ price (monthly, adj. close)

Other funds also holding HSCZ

As of 2025 Q4 — sorted by position size

CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 3.47% Comprehensive Wealth Management, LLC 2.22% Sachetta, LLC 1.78% WESCAP Management Group, Inc. 3Y 7Y 0.32% Certified Advisory Corp 3Y 7Y 0.22% Williams & Novak, LLC 0.17% ROVIN CAPITAL /UT/ /ADV 3Y 0.16% Glass Jacobson Investment Advisors llc 3Y 0.11% Montis Financial, LLC 3Y 0.08% AE Wealth Management LLC 3Y 7Y 0.04%
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