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Atria Investments’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Atria Investments’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
Q2 		– Sell
-23,897
Closed -$931K – 2029
2025
Q1 		$931K Buy
+23,897
New +$930K 0.01% 1030
2018
Q3 		– Sell
-57,858
Closed -$1.74M – 1005
2018
Q2 		$1.74M Buy
57,858
+10,167
+21% +$311K 0.08% 255
2018
Q1 		$1.4M Buy
+47,691
New +$1.43M 0.07% 267

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's HEZU Position: Q2 2025 in Review

Atria Investments sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2025, closing a stake of 23,897 shares — an estimated $931K sold.

Atria Investments first reported a position in HEZU in Q1 2018 and held it in 3 quarters. The position peaked at $1.74M in Q2 2018. 93 funds tracked by Wall St. Rank hold HEZU as of Q2 2025.

  • Atria Investments reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 23,897 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2025, an estimated $931K.
  • Atria Investments first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2018 and held it in 3 quarters.
  • Atria Investments's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.74M in Q2 2018.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.