Great Valley Advisor Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Great Valley Advisor 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	$831K	Hold	16,570	–	–	0.01%	587
2026 Q1	$724K	Buy	16,570 +11,190	+208%	+$504K	0.01%	577
2025 Q4	$235K	Hold	5,380	–	–	﹤0.01%	847
2025 Q3	$227K	Hold	5,380	–	–	﹤0.01%	855
2025 Q2	$221K	Buy	+5,380	New	+$213K	﹤0.01%	839

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

Great Valley Advisor Group's HEZU Position: Q2 2026 in Review

Great Valley Advisor Group held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 16,570 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #587.

Great Valley Advisor Group first reported a position in HEZU in Q2 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Great Valley Advisor Group held 16,570 shares of iShares Currency Hedged MSCI Eurozone ETF worth $831K as of Q2 2026.
Great Valley Advisor Group 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 Great Valley Advisor Group's portfolio in Q2 2026, its #587 holding.
Great Valley Advisor Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2025 and has held it in 5 quarters since.
98 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.