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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Investment Advisory Services's HEZU Position: Q1 2026 in Review

Capital Investment Advisory Services held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q1 2026 at 3,983 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #655.

Capital Investment Advisory Services first reported a position in HEZU in Q2 2025 and has held it in 3 quarters since. The position peaked at $174K in Q4 2025. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

  • Capital Investment Advisory Services held 3,983 shares of iShares Currency Hedged MSCI Eurozone ETF worth $174K as of Q1 2026.
  • Capital Investment Advisory Services left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q1 2026.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #655 holding.
  • Capital Investment Advisory Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2025 and has held it in 3 quarters since.
  • Capital Investment Advisory Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $174K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.