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

Evolution 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	-90,305	Closed	-$3.52M	–	171
2025 Q1	$3.52M	Sell	90,305 -6,310	-7%	-$246K	0.59%	32
2024 Q4	$3.46M	Sell	96,615 -109,035	-53%	-$3.93M	0.58%	32
2024 Q3	$7.56M	Buy	205,650 +5,590	+3%	+$199K	1.36%	15
2024 Q2	$7.26M	Buy	+200,060	New	+$7.34M	1.41%	16
2021 Q3	–	Sell	-2,044	Closed	-$74K	–	673
2021 Q2	$74K	Buy	2,044 +1,455	+247%	+$51.9K	0.02%	183
2021 Q1	$20K	Sell	589 -401,934	-100%	-$13.1M	﹤0.01%	294
2020 Q4	$12.6M	Buy	402,523 +14,711	+4%	+$440K	2.83%	9
2020 Q3	$10.8M	Buy	+387,812	New	+$11M	2.95%	9
2019 Q1	–	Sell	-84,080	Closed	-$2.19M	–	120
2018 Q4	$2.19M	Buy	+84,080	New	+$2.32M	1%	27

Other funds holding HEZU

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IWS

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RSWM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2025, closing a stake of 90,305 shares — an estimated $3.52M sold.

Evolution Wealth Advisors first reported a position in HEZU in Q4 2018 and held it in 9 quarters. The position peaked at $12.6M in Q4 2020. 93 funds tracked by Wall St. Rank hold HEZU as of Q2 2025.

Evolution Wealth Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2025 after selling out during the quarter.
Evolution Wealth Advisors sold 90,305 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2025, an estimated $3.52M.
Evolution Wealth Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and held it in 9 quarters.
Evolution Wealth Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $12.6M in Q4 2020.
93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2025.

Based on Evolution Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.