Formidable Asset Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Formidable Asset Management’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	$404K	Buy	9,234 +73	+0.8%	+$3.44K	0.06%	265
2026 Q1	$401K	Buy	9,161 +8	+0.1%	+$361	0.06%	261
2025 Q4	$386K	Buy	9,153 +723	+9%	+$31.2K	0.06%	287
2025 Q3	$346K	Buy	8,430 +574	+7%	+$23.5K	0.05%	302
2025 Q2	$306K	Hold	7,856	–	–	0.05%	306
2025 Q1	$306K	Buy	+7,856	New	+$306K	0.05%	306

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

Formidable Asset Management's HEZU Position: Q2 2026 in Review

Formidable Asset Management increased its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 0.8% in Q2 2026, buying an estimated $3.44K and bringing the position to 9,234 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #265.

Formidable Asset Management first reported a position in HEZU in Q1 2025 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Formidable Asset Management held 9,234 shares of iShares Currency Hedged MSCI Eurozone ETF worth $404K as of Q2 2026.
Formidable Asset Management bought 73 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $3.44K.
iShares Currency Hedged MSCI Eurozone ETF made up 0.06% of Formidable Asset Management's portfolio in Q2 2026, its #265 holding.
Formidable Asset Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2025 and has held it in 6 quarters since.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.