Harbour Investments’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Harbour Investments’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 Q1	–	Sell	-784	Closed	-$28.1K	–	3602
2024 Q4	$28.1K	Buy	+784	New	+$28.3K	﹤0.01%	1967
2021 Q4	–	Sell	-20	Closed	-$1K	–	3081
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	3518
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	3567
2021 Q1	$1K	Buy	+20	New	+$652	﹤0.01%	3398

Other funds holding HEZU

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Harbour Investments's HEZU Position: Q1 2025 in Review

Harbour Investments sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2025, closing a stake of 784 shares — an estimated $28.1K sold.

Harbour Investments first reported a position in HEZU in Q1 2021 and held it in 4 quarters. The position peaked at $28.1K in Q4 2024. 93 funds tracked by Wall St. Rank hold HEZU as of Q1 2025.

Harbour Investments reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2025 after selling out during the quarter.
Harbour Investments sold 784 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2025, an estimated $28.1K.
Harbour Investments first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2021 and held it in 4 quarters.
Harbour Investments's iShares Currency Hedged MSCI Eurozone ETF position peaked at $28.1K in Q4 2024.
93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.