Comprehensive Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Comprehensive Wealth Management’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	$1.64M	Sell	32,708 -7,712	-19%	-$364K	0.75%	23
2026 Q1	$1.77M	Buy	40,420 +1,895	+5%	+$85.4K	0.89%	22
2025 Q4	$1.69M	Buy	38,525 +3,591	+10%	+$155K	0.99%	21
2025 Q3	$1.47M	Buy	34,934 +8,828	+34%	+$361K	1.04%	22
2025 Q2	$1.07M	Buy	+26,106	New	+$1.03M	0.86%	24

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

RSWM

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

EWA

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

FTUS

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

Comprehensive Wealth Management's HEZU Position: Q2 2026 in Review

Comprehensive Wealth Management reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 19% in Q2 2026, selling an estimated $364K and leaving 32,708 shares worth $1.64M. The position accounts for 0.75% of the portfolio, ranked #23.

Comprehensive Wealth Management first reported a position in HEZU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.77M in Q1 2026. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Comprehensive Wealth Management held 32,708 shares of iShares Currency Hedged MSCI Eurozone ETF worth $1.64M as of Q2 2026.
Comprehensive Wealth Management sold 7,712 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $364K.
iShares Currency Hedged MSCI Eurozone ETF made up 0.75% of Comprehensive Wealth Management's portfolio in Q2 2026, its #23 holding.
Comprehensive Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2025 and has held it in 5 quarters since.
Comprehensive Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.77M in Q1 2026.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Comprehensive Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.