Jones Financial Companies
HEZU icon

Jones Financial Companies’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Jones Financial Companies’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 		$286K Buy
6,766
+2,256
+50% +$102K ﹤0.01% 2262
2025
Q4 		$197K Sell
4,510
-240
-5% -$10.4K ﹤0.01% 1916
2025
Q3 		$199K Buy
4,750
+615
+15% +$25.2K ﹤0.01% 1786
2025
Q2 		$170K Buy
4,135
+1,382
+50% +$54.8K ﹤0.01% 1727
2025
Q1 		$108K Buy
2,753
+962
+54% +$37.5K ﹤0.01% 1740
2024
Q4 		$64.2K Buy
+1,791
New +$64.5K ﹤0.01% 1782

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's HEZU Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 50% in Q1 2026, buying an estimated $102K and bringing the position to 6,766 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

Jones Financial Companies first reported a position in HEZU in Q4 2024 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

  • Jones Financial Companies held 6,766 shares of iShares Currency Hedged MSCI Eurozone ETF worth $286K as of Q1 2026.
  • Jones Financial Companies bought 2,256 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $102K.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2262 holding.
  • Jones Financial Companies first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2024 and has held it in 6 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.