HSCZ — ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF

Ownership history in Certified Advisory Corp  ·  12 quarters on record

This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in ISHARES CURRENCY HEDGED MSCI EAFE SMALL-CAP ETF (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
0.3% (2022 Q3)
Avg. % of fund
0.19%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 61,146 +6,482 +11.9% 0.22% $2.4M $38.91
2025 Q3 ADDED 54,664 +82 +0.2% 0.20% $2.1M $36.89
2025 Q2 ADDED 54,582 +4,163 +8.3% 0.20% $1.9M $34.37
2025 Q1 REDUCED 50,419 -3,284 -6.1% 0.18% $1.6M $31.13
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Williams & Novak, LLC 0.17% ROVIN CAPITAL /UT/ /ADV 3Y 0.16% Capital Square, LLC 3Y 0.14% 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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