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Howe & Rusling’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Howe & Rusling’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
Q1 		$63.1K Sell
1,443
-373
-21% -$16.8K ﹤0.01% 352
2025
Q4 		$79.5K Buy
+1,816
New +$78.4K 0.01% 345
2025
Q3 		– Sell
-119
Closed -$4.88K – 475
2025
Q2 		$4.88K Buy
+119
New +$4.72K ﹤0.01% 433

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howe & Rusling's HEZU Position: Q1 2026 in Review

Howe & Rusling reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 21% in Q1 2026, selling an estimated $16.8K and leaving 1,443 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Howe & Rusling first reported a position in HEZU in Q2 2025 and has held it in 3 quarters since. The position peaked at $79.5K in Q4 2025. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

  • Howe & Rusling held 1,443 shares of iShares Currency Hedged MSCI Eurozone ETF worth $63.1K as of Q1 2026.
  • Howe & Rusling sold 373 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $16.8K.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #352 holding.
  • Howe & Rusling first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2025 and has held it in 3 quarters since.
  • Howe & Rusling's iShares Currency Hedged MSCI Eurozone ETF position peaked at $79.5K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.