Asset Dedication LLC’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Asset Dedication LLC’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 Q3	–	Sell	-700	Closed	-$28.7K	–	1191
2025 Q2	$28.7K	Buy	+700	New	+$27.7K	﹤0.01%	616
2020 Q1	–	Sell	-1,010	Closed	-$32K	–	707
2019 Q4	$32K	Hold	1,010	–	–	0.01%	344
2019 Q3	$31K	Buy	+1,010	New	+$30.3K	0.01%	334

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

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

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

IWS

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Asset Dedication LLC's HEZU Position: Q3 2025 in Review

Asset Dedication LLC sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2025, closing a stake of 700 shares — an estimated $28.7K sold.

Asset Dedication LLC first reported a position in HEZU in Q3 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 91 funds tracked by Wall St. Rank hold HEZU as of Q3 2025.

Asset Dedication LLC reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2025 after selling out during the quarter.
Asset Dedication LLC sold 700 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2025, an estimated $28.7K.
Asset Dedication LLC first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2019 and held it in 3 quarters.
Asset Dedication LLC's iShares Currency Hedged MSCI Eurozone ETF position peaked at $32K in Q4 2019.
91 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.