Cerity Partners’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Cerity Partners’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 Q2	–	Sell	-7,059	Closed	-$275K	–	2697
2025 Q1	$275K	Buy	+7,059	New	+$275K	﹤0.01%	2066

Other funds holding HEZU

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

RSWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's HEZU Position: Q2 2025 in Review

Cerity Partners sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2025, closing a stake of 7,059 shares — an estimated $275K sold.

Cerity Partners first reported a position in HEZU in Q1 2025 and held it in 1 quarter. The position peaked at $275K in Q1 2025. 93 funds tracked by Wall St. Rank hold HEZU as of Q2 2025.

Cerity Partners reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2025 after selling out during the quarter.
Cerity Partners sold 7,059 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2025, an estimated $275K.
Cerity Partners first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2025 and held it in 1 quarter.
Cerity Partners's iShares Currency Hedged MSCI Eurozone ETF position peaked at $275K in Q1 2025.
93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.