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 Q2	–	Sell	-1,443	Closed	-$63.1K	–	506
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 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

Howe & Rusling's HEZU Position: Q2 2026 in Review

Howe & Rusling sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2026, closing a stake of 1,443 shares — an estimated $63.1K sold.

Howe & Rusling first reported a position in HEZU in Q2 2025 and held it in 3 quarters. The position peaked at $79.5K in Q4 2025. 98 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Howe & Rusling reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2026 after selling out during the quarter.
Howe & Rusling sold 1,443 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $63.1K.
Howe & Rusling first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2025 and held it in 3 quarters.
Howe & Rusling's iShares Currency Hedged MSCI Eurozone ETF position peaked at $79.5K in Q4 2025.
98 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.