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

LGT 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
2025 Q4	–	Sell	-364	Closed	-$15.3K	–	294
2025 Q3	$15.3K	Sell	364 -218	-37%	-$8.93K	0.03%	204
2025 Q2	$23.9K	Sell	582 -1	-0.2%	-$40	0.06%	149
2025 Q1	$22.7K	Buy	583 +57	+11%	+$2.22K	0.07%	146
2024 Q4	$18.9K	Sell	526 -2	-0.4%	-$72	0.04%	319
2024 Q3	$19.4K	Buy	+528	New	+$18.8K	0.05%	289

Other funds holding HEZU

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $20.3B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's HEZU Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2025, closing a stake of 364 shares — an estimated $15.3K sold.

LGT Financial Advisors first reported a position in HEZU in Q3 2024 and held it in 5 quarters. The position peaked at $23.9K in Q2 2025. 93 funds tracked by Wall St. Rank hold HEZU as of Q4 2025.

LGT Financial Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 364 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2025, an estimated $15.3K.
LGT Financial Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and held it in 5 quarters.
LGT Financial Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $23.9K in Q2 2025.
93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.