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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
2026
Q2 		$54.3K Buy
+1,083
New +$51.1K ﹤0.01% 2463
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 – 1763
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

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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

Global Retirement Partners's HEZU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2026: 1,083 shares worth $54.3K. The stake represents ﹤0.01% of the portfolio and ranks #2463 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HEZU as recently as Q4 2025.

Global Retirement Partners first reported a position in HEZU in Q1 2017 and has held it in 19 quarters since. The position peaked at $59.7K in Q3 2025. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • Global Retirement Partners held 1,083 shares of iShares Currency Hedged MSCI Eurozone ETF worth $54.3K as of Q2 2026.
  • iShares Currency Hedged MSCI Eurozone ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2463 holding.
  • Global Retirement Partners first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2017 and has held it in 19 quarters since.
  • Global Retirement Partners's iShares Currency Hedged MSCI Eurozone ETF position peaked at $59.7K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.