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

Edgemoor Investment 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	$201K	Buy	+4,000	New	+$189K	0.01%	188
2022 Q3	–	Sell	-9,000	Closed	-$282K	–	148
2022 Q2	$282K	Hold	9,000	–	–	0.04%	128
2022 Q1	$308K	Hold	9,000	–	–	0.03%	134
2021 Q4	$339K	Buy	+9,000	New	+$337K	0.03%	116

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

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Edgemoor Investment Advisors's HEZU Position: Q2 2026 in Review

Edgemoor Investment Advisors opened a new position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2026: 4,000 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings. This is a return to the name: Edgemoor Investment Advisors previously reported a position in HEZU as recently as Q2 2022.

Edgemoor Investment Advisors first reported a position in HEZU in Q4 2021 and has held it in 4 quarters since. The position peaked at $339K in Q4 2021. 98 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Edgemoor Investment Advisors held 4,000 shares of iShares Currency Hedged MSCI Eurozone ETF worth $201K as of Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF was a new Edgemoor Investment Advisors position in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up 0.01% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #188 holding.
Edgemoor Investment Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2021 and has held it in 4 quarters since.
Edgemoor Investment Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $339K in Q4 2021.
98 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.