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 Q2	$17.8K	Hold	354	–	–	﹤0.01%	643
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 $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

Founders Financial Alliance's HEZU Position: Q2 2026 in Review

Founders Financial Alliance held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 354 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Founders Financial Alliance first reported a position in HEZU in Q3 2020 and has held it in 21 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Founders Financial Alliance held 354 shares of iShares Currency Hedged MSCI Eurozone ETF worth $17.8K as of Q2 2026.
Founders Financial Alliance left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #643 holding.
Founders Financial Alliance first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2020 and has held it in 21 quarters since.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.