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

Flagship Harbor 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 Q1	–	Sell	-2,325	Closed	-$102K	–	1344
2025 Q4	$102K	Buy	+2,325	New	+$100K	﹤0.01%	864
2020 Q4	–	Sell	-745	Closed	-$20K	–	1028
2020 Q3	$20K	Sell	745 -71	-9%	-$2.02K	﹤0.01%	1145
2020 Q2	$22K	Buy	816 +71	+10%	+$1.85K	﹤0.01%	1110
2020 Q1	$18K	Hold	745	–	–	﹤0.01%	1061
2019 Q4	$24K	Hold	745	–	–	﹤0.01%	1050
2019 Q3	$23K	Hold	745	–	–	﹤0.01%	1037
2019 Q2	$22K	Hold	745	–	–	﹤0.01%	1033
2019 Q1	$21K	Sell	745 -1,500	-67%	-$42.2K	﹤0.01%	1044
2018 Q4	$58K	Sell	2,245 -143	-6%	-$3.95K	0.01%	662
2018 Q3	$71K	Sell	2,388 -48	-2%	-$1.43K	0.01%	689
2018 Q2	$73K	Buy	+2,436	New	+$74.5K	0.01%	676

Other funds holding HEZU

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

BlackRock New York $6.73T AUM 46.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Flagship Harbor Advisors's HEZU Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2026, closing a stake of 2,325 shares — an estimated $102K sold.

Flagship Harbor Advisors first reported a position in HEZU in Q2 2018 and held it in 11 quarters. The position peaked at $102K in Q4 2025. 95 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

Flagship Harbor Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 2,325 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $102K.
Flagship Harbor Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2018 and held it in 11 quarters.
Flagship Harbor Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $102K in Q4 2025.
95 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.