Kestra Advisory Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Kestra Advisory Services’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	$406K	Sell	8,099 -5,320	-40%	-$251K	﹤0.01%	2499
2026 Q1	$586K	Sell	13,419 -2,630	-16%	-$119K	﹤0.01%	2098
2025 Q4	$702K	Sell	16,049 -3,017	-16%	-$130K	﹤0.01%	1907
2025 Q3	$804K	Sell	19,066 -816	-4%	-$33.4K	﹤0.01%	1740
2025 Q2	$816K	Sell	19,882 -4,172	-17%	-$165K	﹤0.01%	1620
2025 Q1	$937K	Sell	24,054 -3,037	-11%	-$118K	﹤0.01%	1426
2024 Q4	$971K	Sell	27,091 -449	-2%	-$16.2K	0.01%	1438
2024 Q3	$1.01M	Sell	27,540 -1,557	-5%	-$55.4K	0.01%	1321
2024 Q2	$1.06M	Sell	29,097 -30,984	-52%	-$1.14M	0.01%	1285
2024 Q1	$2.21M	Buy	60,081 +555	+0.9%	+$19.1K	0.01%	829
2023 Q4	$1.98M	Sell	59,526 -1,199	-2%	-$37.9K	0.02%	793
2023 Q3	$1.87M	Buy	60,725 +2,288	+4%	+$72.3K	0.02%	717
2023 Q2	$1.91M	Sell	58,437 -1,979	-3%	-$63.4K	0.02%	688
2023 Q1	$1.91M	Buy	60,416 +2,048	+4%	+$63K	0.02%	665
2022 Q4	$1.62M	Buy	58,368 +7,778	+15%	+$240K	0.01%	837
2022 Q3	$1.46M	Buy	50,590 +12,722	+34%	+$400K	0.02%	802
2022 Q2	$1.19M	Buy	37,868 +66	+0.2%	+$2.19K	0.01%	892
2022 Q1	$1.29M	Sell	37,802 -1,816	-5%	-$64.5K	0.01%	842
2021 Q4	$1.49M	Sell	39,618 -244	-0.6%	-$9.14K	0.02%	809
2021 Q3	$1.44M	Buy	39,862 +775	+2%	+$28.5K	0.01%	837
2021 Q2	$1.42M	Buy	39,087 +1,545	+4%	+$55.1K	0.02%	783
2021 Q1	$1.28M	Sell	37,542 -29,781	-44%	-$971K	0.02%	769
2020 Q4	$2.12M	Sell	67,323 -37,218	-36%	-$1.11M	0.02%	583
2020 Q3	$2.92M	Buy	+104,541	New	+$2.98M	0.05%	340

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

Kestra Advisory Services's HEZU Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 40% in Q2 2026, selling an estimated $251K and leaving 8,099 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Kestra Advisory Services first reported a position in HEZU in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.92M in Q3 2020. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Kestra Advisory Services held 8,099 shares of iShares Currency Hedged MSCI Eurozone ETF worth $406K as of Q2 2026.
Kestra Advisory Services sold 5,320 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $251K.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2499 holding.
Kestra Advisory Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $2.92M in Q3 2020.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.