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FFA
Founders Financial Alliance’s
iShares Currency Hedged MSCI Eurozone ETF
HEZU
Stock Holding History
Founders Financial Alliance’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
$15.5K
Buy
+354
New
+$16K
﹤0.01%
597
2025
Q4
–
Sell
-354
Closed
-$14.9K
–
653
2025
Q3
$14.9K
Buy
+354
New
+$14.5K
﹤0.01%
580
2025
Q2
–
Sell
-354
Closed
-$13.8K
–
574
2025
Q1
$13.8K
Hold
354
–
–
﹤0.01%
515
2024
Q4
$12.7K
Hold
354
–
–
﹤0.01%
466
2024
Q3
$13K
Hold
354
–
–
﹤0.01%
476
2024
Q2
$12.8K
Hold
354
–
–
﹤0.01%
457
2024
Q1
$13K
Hold
354
–
–
﹤0.01%
461
2023
Q4
$11.8K
Hold
354
–
–
﹤0.01%
423
2023
Q3
$10.9K
Hold
354
–
–
﹤0.01%
414
2023
Q2
$11.6K
Hold
354
–
–
﹤0.01%
443
2023
Q1
$11.4K
Hold
354
–
–
0.01%
399
2022
Q4
$9.83K
Hold
354
–
–
﹤0.01%
421
2022
Q3
$10K
Buy
+354
New
+$11.1K
0.01%
416
2022
Q2
–
Sell
-354
Closed
-$12K
–
522
2022
Q1
$12K
Hold
354
–
–
0.01%
381
2021
Q4
$13K
Hold
354
–
–
0.01%
413
2021
Q3
$13K
Hold
354
–
–
0.01%
382
2021
Q2
$13K
Sell
354
-145
-29%
-$5.17K
0.01%
405
2021
Q1
$17K
Hold
499
–
–
0.01%
381
2020
Q4
$16K
Hold
499
–
–
0.01%
347
2020
Q3
$15K
Buy
+499
New
+$14.2K
0.01%
647
Other funds holding HEZU
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
RSWM
Robertson Stephens Wealth Management
San Francisco, California
$3.57B AUM
28.36%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
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
IWS
Insight Wealth Strategies
San Ramon, California
$1.02B AUM
38%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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