AWM
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AE Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

AE Wealth Management’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
2026
Q2 		$4.21K Hold
84
– – ﹤0.01% 2489
2026
Q1 		$3.67K Sell
84
-173
-67% -$7.8K ﹤0.01% 2418
2025
Q4 		$11.2K Buy
257
+35
+16% +$1.51K ﹤0.01% 2125
2025
Q3 		$9.36K Buy
+222
New +$9.09K ﹤0.01% 2004

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AE Wealth Management's HEZU Position: Q2 2026 in Review

AE Wealth Management held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 84 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2489.

AE Wealth Management first reported a position in HEZU in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.2K in Q4 2025. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • AE Wealth Management held 84 shares of iShares Currency Hedged MSCI Eurozone ETF worth $4.21K as of Q2 2026.
  • AE Wealth Management left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2489 holding.
  • AE Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $11.2K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.