CIBC Private Wealth Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

CIBC Private Wealth Group’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 Q3	–	Sell	-346	Closed	-$14.2K	–	3184
2025 Q2	$14.2K	Buy	+346	New	+$13.7K	﹤0.01%	2136
2024 Q2	–	Sell	-1	Closed	-$34	–	3210
2024 Q1	$34	Buy	+1	New	+$34	﹤0.01%	3029
2018 Q3	–	Sell	-267	Closed	-$8K	–	1277
2018 Q2	$8K	Buy	+267	New	+$8.16K	﹤0.01%	1617

Other funds holding HEZU

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CIBC Private Wealth Group's HEZU Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2025, closing a stake of 346 shares — an estimated $14.2K sold.

CIBC Private Wealth Group first reported a position in HEZU in Q2 2018 and held it in 3 quarters. The position peaked at $14.2K in Q2 2025. 91 funds tracked by Wall St. Rank hold HEZU as of Q3 2025.

CIBC Private Wealth Group reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 346 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2025, an estimated $14.2K.
CIBC Private Wealth Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2018 and held it in 3 quarters.
CIBC Private Wealth Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $14.2K in Q2 2025.
91 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.