IWS
HEZU icon

Insight Wealth Strategies’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Insight Wealth Strategies’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
Q3 		$328K Sell
6,780
-551
-8% -$27.1K 0.03% 156
2026
Q2 		$363K Sell
7,331
-227,193
-97% -$10.7M 0.04% 143
2026
Q1 		$10.2M Buy
234,524
+52,231
+29% +$2.35M 1.14% 27
2025
Q4 		$7.98M Buy
182,293
+936
+0.5% +$40.4K 0.91% 30
2025
Q3 		$7.65M Sell
181,357
-158,790
-47% -$6.5M 0.9% 29
2025
Q2 		$13.9M Sell
340,147
-3,469
-1% -$137K 1.75% 15
2025
Q1 		$13.4M Buy
+343,616
New +$13.4M 1.8% 14

Other funds holding HEZU

CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Insight Wealth Strategies's HEZU Position: Q3 2026 in Review

Insight Wealth Strategies reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 7.5% in Q3 2026, selling an estimated $27.1K and leaving 6,780 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #156.

Insight Wealth Strategies first reported a position in HEZU in Q1 2025 and has held it in 7 quarters since. The position peaked at $13.9M in Q2 2025. 4 funds tracked by Wall St. Rank hold HEZU as of Q3 2026.

  • Insight Wealth Strategies held 6,780 shares of iShares Currency Hedged MSCI Eurozone ETF worth $328K as of Q3 2026.
  • Insight Wealth Strategies sold 551 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2026, an estimated $27.1K.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #156 holding.
  • Insight Wealth Strategies first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2025 and has held it in 7 quarters since.
  • Insight Wealth Strategies's iShares Currency Hedged MSCI Eurozone ETF position peaked at $13.9M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.