Addison Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Addison Advisors’s Portfolio HEZU Stock Details HEZU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-430	Closed	-$15.4K	–	856
2024 Q4	$15.4K	Hold	430	–	–	﹤0.01%	538
2024 Q3	$15.8K	Hold	430	–	–	﹤0.01%	538
2024 Q2	$15.6K	Sell	430 -360	-46%	-$13.2K	0.01%	515
2024 Q1	$29K	Hold	790	–	–	0.01%	422
2023 Q4	$26.3K	Hold	790	–	–	0.01%	429
2023 Q3	$24.3K	Hold	790	–	–	0.01%	402
2023 Q2	$25.8K	Hold	790	–	–	0.01%	384
2023 Q1	$24.9K	Hold	790	–	–	0.01%	371
2022 Q4	$21.9K	Sell	790 -110	-12%	-$3.39K	0.01%	366
2022 Q3	$26K	Sell	900 -320	-26%	-$10.1K	0.02%	328
2022 Q2	$38K	Sell	1,220 -180	-13%	-$5.98K	0.02%	293
2022 Q1	$48K	Hold	1,400	–	–	0.03%	293
2021 Q4	$53K	Hold	1,400	–	–	0.03%	239
2021 Q3	$50K	Hold	1,400	–	–	0.04%	183
2021 Q2	$51K	Buy	+1,400	New	+$49.9K	0.04%	186
2020 Q4	$44K	Buy	+1,400	New	+$41.8K	0.04%	187

Other funds holding HEZU

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Addison Advisors's HEZU Position: Q1 2025 in Review

Addison Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2025, closing a stake of 430 shares — an estimated $15.4K sold.

Addison Advisors first reported a position in HEZU in Q4 2020 and held it in 16 quarters. The position peaked at $53K in Q4 2021. 93 funds tracked by Wall St. Rank hold HEZU as of Q1 2025.

Addison Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2025 after selling out during the quarter.
Addison Advisors sold 430 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2025, an estimated $15.4K.
Addison Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2020 and held it in 16 quarters.
Addison Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $53K in Q4 2021.
93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2025.

Based on Addison Advisors's 13F filing for Q1 2025, filed 12 May 2025.