Capital Investment Advisory Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Capital Investment Advisory Services’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	$200K	Hold	3,983	–	–	0.01%	713
2026 Q1	$174K	Hold	3,983	–	–	0.01%	655
2025 Q4	$174K	Buy	+3,983	New	+$172K	0.01%	628
2025 Q3	–	Sell	-733	Closed	-$30.1K	–	1113
2025 Q2	$30.1K	Buy	+733	New	+$29K	﹤0.01%	822

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

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

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

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

Capital Investment Advisory Services's HEZU Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 3,983 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #713.

Capital Investment Advisory Services first reported a position in HEZU in Q2 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Capital Investment Advisory Services held 3,983 shares of iShares Currency Hedged MSCI Eurozone ETF worth $200K as of Q2 2026.
Capital Investment Advisory Services left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #713 holding.
Capital Investment Advisory Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2025 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.