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IFC & Insurance Marketing’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-793
Closed -$35K – 303
2025
Q4 		$35K Buy
+793
New +$34.2K 0.03% 209

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC & Insurance Marketing's HEZU Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2026, closing a stake of 793 shares — an estimated $35K sold.

IFC & Insurance Marketing first reported a position in HEZU in Q4 2025 and held it in 1 quarter. The position peaked at $35K in Q4 2025. 95 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 793 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $35K.
  • IFC & Insurance Marketing first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Currency Hedged MSCI Eurozone ETF position peaked at $35K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.