Lindbrook Capital’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Lindbrook Capital’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 Q1	$8.81K	Hold	226	–	–	﹤0.01%	1709
2024 Q4	$8.1K	Hold	226	–	–	﹤0.01%	1762
2024 Q3	$8.31K	Hold	226	–	–	﹤0.01%	1779
2024 Q2	$8.2K	Hold	226	–	–	﹤0.01%	1743
2024 Q1	$8.31K	Hold	226	–	–	﹤0.01%	1667
2023 Q4	$7.53K	Hold	226	–	–	﹤0.01%	1683
2023 Q3	$6.95K	Hold	226	–	–	﹤0.01%	1601
2023 Q2	$7.39K	Hold	226	–	–	﹤0.01%	1627
2023 Q1	$7.13K	Hold	226	–	–	﹤0.01%	1674
2022 Q4	$6.28K	Hold	226	–	–	﹤0.01%	1684
2022 Q3	$7K	Hold	226	–	–	﹤0.01%	1489
2022 Q2	$7K	Hold	226	–	–	﹤0.01%	1404
2022 Q1	$8K	Hold	226	–	–	﹤0.01%	1375
2021 Q4	$9K	Buy	+226	New	+$8.47K	﹤0.01%	1302

Other funds holding HEZU

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

IWS

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Lindbrook Capital's HEZU Position: Q1 2025 in Review

Lindbrook Capital held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q1 2025 at 226 shares worth $8.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Lindbrook Capital first reported a position in HEZU in Q4 2021 and has held it in 14 quarters since. The position peaked at $9K in Q4 2021. 93 funds tracked by Wall St. Rank hold HEZU as of Q1 2025.

Lindbrook Capital held 226 shares of iShares Currency Hedged MSCI Eurozone ETF worth $8.81K as of Q1 2025.
Lindbrook Capital left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q1 2025.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1709 holding.
Lindbrook Capital first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's iShares Currency Hedged MSCI Eurozone ETF position peaked at $9K in Q4 2021.
93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.