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

Connecticut 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	$5.03M	Hold	100,276	–	–	0.19%	57
2026 Q1	$4.38M	Sell	100,276 -10,764	-10%	-$485K	0.18%	58
2025 Q4	$4.86M	Sell	111,040 -1,124	-1%	-$48.5K	0.21%	56
2025 Q3	$4.73M	Sell	112,164 -18,261	-14%	-$748K	0.21%	58
2025 Q2	$5.35M	Sell	130,425 -44,523	-25%	-$1.76M	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%	-$3.76M	0.39%	32
2024 Q3	$12M	Sell	326,115 -48,222	-13%	-$1.72M	0.58%	29
2024 Q2	$13.6M	Sell	374,337 -12,215	-3%	-$448K	0.7%	28
2024 Q1	$14.2M	Buy	386,552 +4,023	+1%	+$139K	0.76%	26
2023 Q4	$12.7M	Buy	382,529 +200,259	+110%	+$6.32M	0.73%	27
2023 Q3	$5.6M	Buy	182,270 +5,954	+3%	+$188K	0.38%	44
2023 Q2	$5.77M	Buy	176,316 +43,776	+33%	+$1.4M	0.4%	44
2023 Q1	$4.18M	Buy	+132,540	New	+$4.08M	0.32%	51

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

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

Connecticut Wealth Management held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 100,276 shares worth $5.03M. The position accounts for 0.19% of the portfolio, ranked #57.

Connecticut Wealth Management first reported a position in HEZU in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.2M in Q1 2024. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Connecticut Wealth Management held 100,276 shares of iShares Currency Hedged MSCI Eurozone ETF worth $5.03M as of Q2 2026.
Connecticut Wealth Management left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up 0.19% of Connecticut Wealth Management's portfolio in Q2 2026, its #57 holding.
Connecticut Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2023 and has held it in 14 quarters since.
Connecticut Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $14.2M in Q1 2024.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.