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

EverSource Wealth 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
2025 Q2	–	Sell	-164	Closed	-$6.39K	–	4298
2025 Q1	$6.39K	Buy	+164	New	+$6.38K	﹤0.01%	2373

Other funds holding HEZU

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EverSource Wealth Advisors's HEZU Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2025, closing a stake of 164 shares — an estimated $6.39K sold.

EverSource Wealth Advisors first reported a position in HEZU in Q1 2025 and held it in 1 quarter. The position peaked at $6.39K in Q1 2025. 93 funds tracked by Wall St. Rank hold HEZU as of Q2 2025.

EverSource Wealth Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 164 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2025, an estimated $6.39K.
EverSource Wealth Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2025 and held it in 1 quarter.
EverSource Wealth Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $6.39K in Q1 2025.
93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.