Detalus Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Detalus Advisors’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	$475K	Sell	9,470 -258	-3%	-$12.2K	0.09%	108
2026 Q1	$425K	Hold	9,728	–	–	0.1%	118
2025 Q4	$426K	Sell	9,728 -292	-3%	-$12.6K	0.1%	111
2025 Q3	$422K	Sell	10,020 -9,675	-49%	-$396K	0.11%	114
2025 Q2	$808K	Buy	19,695 +887	+5%	+$35.1K	0.23%	57
2025 Q1	$733K	Buy	18,808 +632	+3%	+$24.6K	0.23%	62
2024 Q4	$651K	Sell	18,176 -531	-3%	-$19.1K	0.21%	63
2024 Q3	$688K	Buy	+18,707	New	+$666K	0.23%	58

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

Detalus Advisors's HEZU Position: Q2 2026 in Review

Detalus Advisors reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 2.7% in Q2 2026, selling an estimated $12.2K and leaving 9,470 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #108.

Detalus Advisors first reported a position in HEZU in Q3 2024 and has held it in 8 quarters since. The position peaked at $808K in Q2 2025. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Detalus Advisors held 9,470 shares of iShares Currency Hedged MSCI Eurozone ETF worth $475K as of Q2 2026.
Detalus Advisors sold 258 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $12.2K.
iShares Currency Hedged MSCI Eurozone ETF made up 0.09% of Detalus Advisors's portfolio in Q2 2026, its #108 holding.
Detalus Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and has held it in 8 quarters since.
Detalus Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $808K in Q2 2025.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.