ISWM
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Independent Solutions Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Independent Solutions Wealth Management’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
Q3 		– Sell
-8,505
Closed -$349K – 181
2025
Q2 		$349K Buy
+8,505
New +$337K 0.07% 145

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Independent Solutions Wealth Management's HEZU Position: Q3 2025 in Review

Independent Solutions Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2025, closing a stake of 8,505 shares — an estimated $349K sold.

Independent Solutions Wealth Management first reported a position in HEZU in Q2 2025 and held it in 1 quarter. The position peaked at $349K in Q2 2025. 91 funds tracked by Wall St. Rank hold HEZU as of Q3 2025.

  • Independent Solutions Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 8,505 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2025, an estimated $349K.
  • Independent Solutions Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2025 and held it in 1 quarter.
  • Independent Solutions Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $349K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.