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Madison Asset Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Madison Asset Management’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 		– Sell
-141,577
Closed -$5.07M – 356
2024
Q4 		$5.07M Sell
141,577
-3,554
-2% -$128K 0.06% 167
2024
Q3 		$5.34M Sell
145,131
-2,774
-2% -$98.7K 0.06% 167
2024
Q2 		$5.37M Buy
+147,905
New +$5.43M 0.07% 167

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Madison Asset Management's HEZU Position: Q1 2025 in Review

Madison Asset Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2025, closing a stake of 141,577 shares — an estimated $5.07M sold.

Madison Asset Management first reported a position in HEZU in Q2 2024 and held it in 3 quarters. The position peaked at $5.37M in Q2 2024. 93 funds tracked by Wall St. Rank hold HEZU as of Q1 2025.

  • Madison Asset Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2025 after selling out during the quarter.
  • Madison Asset Management sold 141,577 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2025, an estimated $5.07M.
  • Madison Asset Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2024 and held it in 3 quarters.
  • Madison Asset Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $5.37M in Q2 2024.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2025.

Based on Madison Asset Management's 13F filing for Q1 2025, filed 6 May 2025.