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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.35M Sell
130,425
-44,523
-25% -$1.83M 0.25% 56
2025
Q1
$6.82M Sell
174,948
-46,974
-21% -$1.83M 0.36% 44
2024
Q4
$7.95M Sell
221,922
-104,193
-32% -$3.73M 0.39% 32
2024
Q3
$12M Sell
326,115
-48,222
-13% -$1.77M 0.58% 29
2024
Q2
$13.6M Sell
374,337
-12,215
-3% -$443K 0.7% 28
2024
Q1
$14.2M Buy
386,552
+4,023
+1% +$148K 0.76% 26
2023
Q4
$12.7M Buy
382,529
+200,259
+110% +$6.67M 0.73% 27
2023
Q3
$5.6M Buy
182,270
+5,954
+3% +$183K 0.38% 44
2023
Q2
$5.77M Buy
176,316
+43,776
+33% +$1.43M 0.4% 44
2023
Q1
$4.18M Buy
+132,540
New +$4.18M 0.32% 51