Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Carson Wealth (CWM LLC)’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 		$53.2K Sell
1,217
-20
-2% -$901 ﹤0.01% 3776
2025
Q4 		$54K Buy
1,237
+20
+2% +$864 ﹤0.01% 3546
2025
Q3 		$51K Hold
1,217
– – ﹤0.01% 3521
2025
Q2 		$50K Buy
1,217
+937
+335% +$37.1K ﹤0.01% 3278
2025
Q1 		$11K Sell
280
-1,335
-83% -$52K ﹤0.01% 4057
2024
Q4 		$58K Buy
+1,615
New +$58.2K ﹤0.01% 2691
2023
Q4 		– Sell
-38
Closed -$1K – 4292
2023
Q3 		$1K Buy
+38
New +$1.2K ﹤0.01% 3993
2019
Q1 		– Sell
-251
Closed -$7K – 3084
2018
Q4 		$7K Sell
251
-60
-19% -$1.66K ﹤0.01% 1443
2018
Q3 		$9K Sell
311
-57
-15% -$1.7K ﹤0.01% 1185
2018
Q2 		$11K Buy
368
+262
+247% +$8.01K ﹤0.01% 977
2018
Q1 		$3K Hold
106
– – ﹤0.01% 1098
2017
Q4 		$3K Sell
106
-96
-48% -$2.92K ﹤0.01% 1198
2017
Q3 		$6K Buy
+202
New +$5.9K ﹤0.01% 1028
2017
Q2 		– Sell
-732
Closed -$21K – 1238
2017
Q1 		$21K Buy
+732
New +$20K ﹤0.01% 590
2015
Q4 		– Sell
-146
Closed -$4K – 714
2015
Q3 		$4K Buy
+146
New +$3.92K ﹤0.01% 521

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $26.2B AUM
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HEZU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 1.6% in Q1 2026, selling an estimated $901 and leaving 1,217 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3776.

Carson Wealth (CWM LLC) first reported a position in HEZU in Q3 2015 and has held it in 15 quarters since. The position peaked at $58K in Q4 2024. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,217 shares of iShares Currency Hedged MSCI Eurozone ETF worth $53.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 20 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $901.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3776 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2015 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Currency Hedged MSCI Eurozone ETF position peaked at $58K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.