Allworth Financial’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Allworth Financial’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	$7.97K	Sell	159 -1,031	-87%	-$48.6K	﹤0.01%	3866
2026 Q1	$52K	Buy	1,190 +92	+8%	+$4.15K	﹤0.01%	2295
2025 Q4	$48K	Buy	+1,098	New	+$47.4K	﹤0.01%	2229
2025 Q2	–	Sell	-87	Closed	-$3.35K	–	4630
2025 Q1	$3.35K	Buy	+87	New	+$3.39K	﹤0.01%	2981
2023 Q3	–	Sell	-739	Closed	-$24.2K	–	3482
2023 Q2	$24.2K	Hold	739	–	–	﹤0.01%	1427
2023 Q1	$23.3K	Hold	739	–	–	﹤0.01%	1372
2022 Q4	$20.5K	Hold	739	–	–	﹤0.01%	1352
2022 Q3	$21K	Hold	739	–	–	﹤0.01%	1274
2022 Q2	$23K	Hold	739	–	–	﹤0.01%	1184
2022 Q1	$25K	Hold	739	–	–	﹤0.01%	1158
2021 Q4	$28K	Hold	739	–	–	﹤0.01%	999
2021 Q3	$27K	Hold	739	–	–	﹤0.01%	931
2021 Q2	$27K	Hold	739	–	–	﹤0.01%	773
2021 Q1	$25K	Hold	739	–	–	﹤0.01%	734
2020 Q4	$23K	Hold	739	–	–	﹤0.01%	637
2020 Q3	$21K	Buy	+739	New	+$21K	﹤0.01%	561
2020 Q2	–	Sell	-739	Closed	-$17K	–	1262
2020 Q1	$17K	Hold	739	–	–	﹤0.01%	588
2019 Q4	$23K	Hold	739	–	–	﹤0.01%	498
2019 Q3	$23K	Hold	739	–	–	﹤0.01%	436
2019 Q2	$23K	Hold	739	–	–	﹤0.01%	436
2019 Q1	$22K	Hold	739	–	–	﹤0.01%	441
2018 Q4	$19K	Hold	739	–	–	﹤0.01%	418
2018 Q3	$22K	Hold	739	–	–	﹤0.01%	411
2018 Q2	$22K	Hold	739	–	–	﹤0.01%	393
2018 Q1	$22K	Hold	739	–	–	﹤0.01%	363
2017 Q4	$22K	Hold	739	–	–	﹤0.01%	363
2017 Q3	$22K	Hold	739	–	–	﹤0.01%	350
2017 Q2	$22K	Hold	739	–	–	﹤0.01%	359
2017 Q1	$21K	Buy	+739	New	+$20.2K	﹤0.01%	356

Other funds holding HEZU

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Allworth Financial's HEZU Position: Q2 2026 in Review

Allworth Financial reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 87% in Q2 2026, selling an estimated $48.6K and leaving 159 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3866.

Allworth Financial first reported a position in HEZU in Q1 2017 and has held it in 29 quarters since. The position peaked at $52K in Q1 2026. 98 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Allworth Financial held 159 shares of iShares Currency Hedged MSCI Eurozone ETF worth $7.97K as of Q2 2026.
Allworth Financial sold 1,031 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $48.6K.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3866 holding.
Allworth Financial first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2017 and has held it in 29 quarters since.
Allworth Financial's iShares Currency Hedged MSCI Eurozone ETF position peaked at $52K in Q1 2026.
98 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.