Bank of Montreal’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $171K | Buy |
3,903
+69
| +2% | +$3.11K | ﹤0.01% | 2983 |
|
|
2025
Q4 | $168K | Buy |
3,834
+107
| +3% | +$4.62K | ﹤0.01% | 2899 |
|
|
2025
Q3 | $157K | Hold |
3,727
| – | – | ﹤0.01% | 2846 |
|
|
2025
Q2 | $153K | Sell |
3,727
-221
| -6% | -$8.76K | ﹤0.01% | 2884 |
|
|
2025
Q1 | $154K | Buy |
3,948
+221
| +6% | +$8.6K | ﹤0.01% | 2805 |
|
|
2024
Q4 | $134K | Hold |
3,727
| – | – | ﹤0.01% | 2874 |
|
|
2024
Q3 | $138K | Hold |
3,727
| – | – | ﹤0.01% | 3155 |
|
|
2024
Q2 | $138K | Sell |
3,727
-1,100
| -23% | -$40.4K | ﹤0.01% | 3145 |
|
|
2024
Q1 | $178K | Hold |
4,827
| – | – | ﹤0.01% | 3104 |
|
|
2023
Q4 | $162K | Hold |
4,827
| – | – | ﹤0.01% | 3209 |
|
|
2023
Q3 | $153K | Sell |
4,827
-2,545
| -35% | -$80.4K | ﹤0.01% | 3151 |
|
|
2023
Q2 | $241K | Sell |
7,372
-1,240
| -14% | -$39.7K | ﹤0.01% | 3106 |
|
|
2023
Q1 | $272K | Buy |
8,612
+1,240
| +17% | +$38.1K | ﹤0.01% | 2837 |
|
|
2022
Q4 | $210K | Sell |
7,372
-3,012
| -29% | -$92.9K | ﹤0.01% | 3129 |
|
|
2022
Q3 | $323 | Sell |
10,384
-2,909
| -22% | -$91.5K | ﹤0.01% | 2885 |
|
|
2022
Q2 | $430 | Sell |
13,293
-930
| -7% | -$30.9K | ﹤0.01% | 2781 |
|
|
2022
Q1 | $495K | Buy |
14,223
+930
| +7% | +$33K | ﹤0.01% | 2839 |
|
|
2021
Q4 | $503K | Buy |
13,293
+2,545
| +24% | +$95.4K | ﹤0.01% | 2378 |
|
|
2021
Q3 | $391K | Hold |
10,748
| – | – | ﹤0.01% | 3007 |
|
|
2021
Q2 | $395K | Buy |
+10,748
| New | +$383K | ﹤0.01% | 2949 |
|
|
2019
Q3 | – | Sell |
-4,393
| Closed | -$135K | – | 4828 |
|
|
2019
Q2 | $135K | Sell |
4,393
-380
| -8% | -$11.5K | ﹤0.01% | 3151 |
|
|
2019
Q1 | $140K | Buy |
4,773
+352
| +8% | +$9.91K | ﹤0.01% | 2908 |
|
|
2018
Q4 | $115K | Sell |
4,421
-380
| -8% | -$10.5K | ﹤0.01% | 2875 |
|
|
2018
Q3 | $142K | Hold |
4,801
| – | – | ﹤0.01% | 2938 |
|
|
2018
Q2 | $144K | Hold |
4,801
| – | – | ﹤0.01% | 2933 |
|
|
2018
Q1 | $141K | Buy |
4,801
+380
| +9% | +$11.4K | ﹤0.01% | 2804 |
|
|
2017
Q4 | $132K | Buy |
4,421
+28
| +0.6% | +$850 | ﹤0.01% | 2884 |
|
|
2017
Q3 | $132K | Hold |
4,393
| – | – | ﹤0.01% | 2859 |
|
|
2017
Q2 | $129K | Hold |
4,393
| – | – | ﹤0.01% | 2868 |
|
|
2017
Q1 | $126K | Hold |
4,393
| – | – | ﹤0.01% | 2700 |
|
|
2016
Q4 | $110K | Hold |
4,393
| – | – | ﹤0.01% | 2785 |
|
|
2016
Q3 | $109K | Hold |
4,393
| – | – | ﹤0.01% | 2730 |
|
|
2016
Q2 | $106K | Buy |
+4,393
| New | +$108K | ﹤0.01% | 2777 |
|
|
2015
Q4 | – | Sell |
-800
| Closed | -$20K | – | 4309 |
|
|
2015
Q3 | $20K | Hold |
800
| – | – | ﹤0.01% | 3251 |
|
|
2015
Q2 | $22K | Hold |
800
| – | – | ﹤0.01% | 3271 |
|
|
2015
Q1 | $23K | Buy |
+800
| New | +$21.7K | ﹤0.01% | 3216 |
|
Other funds holding HEZU
RSWM
EWA
IWS
Bank of Montreal's HEZU Position: Q1 2026 in Review
Bank of Montreal increased its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 1.8% in Q1 2026, buying an estimated $3.11K and bringing the position to 3,903 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2983.
Bank of Montreal first reported a position in HEZU in Q1 2015 and has held it in 36 quarters since. The position peaked at $503K in Q4 2021. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.
- Bank of Montreal held 3,903 shares of iShares Currency Hedged MSCI Eurozone ETF worth $171K as of Q1 2026.
- Bank of Montreal bought 69 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $3.11K.
- iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2983 holding.
- Bank of Montreal first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2015 and has held it in 36 quarters since.
- Bank of Montreal's iShares Currency Hedged MSCI Eurozone ETF position peaked at $503K in Q4 2021.
- 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.