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 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

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

Insight Wealth Strategies's HEZU Position: Q2 2026 in Review

Insight Wealth Strategies reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 97% in Q2 2026, selling an estimated $10.7M and leaving 7,331 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #143.

Insight Wealth Strategies first reported a position in HEZU in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.9M in Q2 2025. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Insight Wealth Strategies held 7,331 shares of iShares Currency Hedged MSCI Eurozone ETF worth $363K as of Q2 2026.
Insight Wealth Strategies sold 227,193 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $10.7M.
iShares Currency Hedged MSCI Eurozone ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #143 holding.
Insight Wealth Strategies first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2025 and has held it in 6 quarters since.
Insight Wealth Strategies's iShares Currency Hedged MSCI Eurozone ETF position peaked at $13.9M in Q2 2025.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.