Integrated Wealth Concepts’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Integrated Wealth Concepts’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	$213K	Buy	+4,244	New	+$200K	﹤0.01%	2295
2025 Q4	–	Sell	-14,865	Closed	-$627K	–	1805
2025 Q3	$627K	Sell	14,865 -32,295	-68%	-$1.32M	0.01%	1227
2025 Q2	$1.93M	Buy	47,160 +6,517	+16%	+$258K	0.02%	626
2025 Q1	$1.58M	Sell	40,643 -561	-1%	-$21.8K	0.02%	643
2024 Q4	$1.48M	Sell	41,204 -447	-1%	-$16.1K	0.02%	660
2024 Q3	$1.53M	Buy	+41,651	New	+$1.48M	0.02%	630

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

Integrated Wealth Concepts's HEZU Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2026: 4,244 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in HEZU as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in HEZU in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.93M in Q2 2025. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Integrated Wealth Concepts held 4,244 shares of iShares Currency Hedged MSCI Eurozone ETF worth $213K as of Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2295 holding.
Integrated Wealth Concepts first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and has held it in 6 quarters since.
Integrated Wealth Concepts's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.93M in Q2 2025.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.