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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
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
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

Comprehensive Wealth Management's HEZU Position: Q1 2026 in Review

Comprehensive Wealth Management increased its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 4.9% in Q1 2026, buying an estimated $85.4K and bringing the position to 40,420 shares worth $1.77M. The position accounts for 0.89% of the portfolio, ranked #22.

Comprehensive Wealth Management first reported a position in HEZU in Q2 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

  • Comprehensive Wealth Management held 40,420 shares of iShares Currency Hedged MSCI Eurozone ETF worth $1.77M as of Q1 2026.
  • Comprehensive Wealth Management bought 1,895 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $85.4K.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.89% of Comprehensive Wealth Management's portfolio in Q1 2026, its #22 holding.
  • Comprehensive Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.