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Kelleher Financial Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Kelleher Financial Advisors’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 		$62K Buy
1,236
+618
+100% +$29.1K 0.01% 426
2026
Q1 		$27K Hold
618
– – 0.01% 448
2025
Q4 		$27K Hold
618
– – 0.01% 477
2025
Q3 		$26.1K Buy
+618
New +$25.3K 0.01% 404

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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Kelleher Financial Advisors's HEZU Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 100% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,236 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #426.

Kelleher Financial Advisors first reported a position in HEZU in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • Kelleher Financial Advisors held 1,236 shares of iShares Currency Hedged MSCI Eurozone ETF worth $62K as of Q2 2026.
  • Kelleher Financial Advisors bought 618 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #426 holding.
  • Kelleher Financial Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.