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GRP
Global Retirement Partners’s
iShares Currency Hedged MSCI Eurozone ETF
HEZU
Stock Holding History
Global Retirement Partners’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
2025
Q4
$52.9K
Sell
1,209
-206
-15%
-$8.9K
﹤0.01%
2315
2025
Q3
$59.7K
Sell
1,415
-2
-0.1%
-$82
﹤0.01%
1797
2025
Q2
$58.1K
Buy
+1,417
New
+$56.2K
﹤0.01%
1693
2024
Q4
$3.8K
Sell
106
-2
-2%
-$72
﹤0.01%
2813
2024
Q3
$3.97K
Buy
+108
New
+$3.84K
﹤0.01%
2672
2020
Q4
–
Sell
-242
Closed
-$7K
–
1764
2020
Q3
$7K
Hold
242
–
–
﹤0.01%
1241
2020
Q2
$7K
Sell
242
-89
-27%
-$2.32K
﹤0.01%
1204
2020
Q1
$8K
Sell
331
-97
-23%
-$2.84K
﹤0.01%
1088
2019
Q4
$14K
Hold
428
–
–
﹤0.01%
1064
2019
Q3
$13K
Buy
428
+114
+36%
+$3.42K
﹤0.01%
1048
2019
Q2
$10K
Buy
314
+217
+224%
+$6.55K
﹤0.01%
1102
2019
Q1
$3K
Hold
97
–
–
﹤0.01%
1343
2018
Q4
$3K
Hold
97
–
–
﹤0.01%
1271
2018
Q3
$3K
Sell
97
-34
-26%
-$1.01K
﹤0.01%
1328
2018
Q2
$4K
Hold
131
–
–
﹤0.01%
1243
2018
Q1
$4K
Buy
131
+58
+79%
+$1.74K
﹤0.01%
1201
2017
Q4
$2K
Buy
+73
New
+$2.22K
﹤0.01%
1302
2017
Q2
–
Sell
-498
Closed
-$14K
–
1153
2017
Q1
$14K
Buy
+498
New
+$13.6K
0.01%
644
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26.35%
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$94.2B AUM
21.24%
1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
RSWM
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$3.57B AUM
28.36%
1-Year Est. Return
EWA
EP Wealth Advisors
Torrance, California
$20.3B AUM
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
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
IWS
Insight Wealth Strategies
San Ramon, California
$1.02B AUM
38%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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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