Forum Finance Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Forum Finance Group’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	$52K	Hold	1,285	–	–	0.02%	228
2026 Q1	$45K	Buy	+1,285	New	+$57.9K	0.02%	204

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

Forum Finance Group's HEZU Position: Q2 2026 in Review

Forum Finance Group held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 1,285 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #228.

Forum Finance Group first reported a position in HEZU in Q1 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Forum Finance Group held 1,285 shares of iShares Currency Hedged MSCI Eurozone ETF worth $52K as of Q2 2026.
Forum Finance Group left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up 0.02% of Forum Finance Group's portfolio in Q2 2026, its #228 holding.
Forum Finance Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2026 and has held it in 2 quarters since.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.