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Braun-Bostich & Associates’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-5,914
Closed -$212K – 115
2024
Q4 		$212K Sell
5,914
-977
-14% -$35.2K 0.15% 105
2024
Q3 		$253K Buy
+6,891
New +$245K 0.18% 94

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Braun-Bostich & Associates's HEZU Position: Q1 2025 in Review

Braun-Bostich & Associates sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2025, closing a stake of 5,914 shares — an estimated $212K sold.

Braun-Bostich & Associates first reported a position in HEZU in Q3 2024 and held it in 2 quarters. The position peaked at $253K in Q3 2024. 93 funds tracked by Wall St. Rank hold HEZU as of Q1 2025.

  • Braun-Bostich & Associates reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2025 after selling out during the quarter.
  • Braun-Bostich & Associates sold 5,914 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2025, an estimated $212K.
  • Braun-Bostich & Associates first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and held it in 2 quarters.
  • Braun-Bostich & Associates's iShares Currency Hedged MSCI Eurozone ETF position peaked at $253K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2025.

Based on Braun-Bostich & Associates's 13F filing for Q1 2025, filed 15 Apr 2025.