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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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