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Madison Investment Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Madison Investment 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
2024
Q4 		$5.07M Buy
+141,577
New +$5.1M 0.06% 167

Other funds holding HEZU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Madison Investment Advisors's HEZU Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2024: 141,577 shares worth $5.07M. The stake represents 0.06% of the portfolio and ranks #167 among its holdings.

78 funds tracked by Wall St. Rank hold HEZU as of Q4 2024.

  • Madison Investment Advisors held 141,577 shares of iShares Currency Hedged MSCI Eurozone ETF worth $5.07M as of Q4 2024.
  • iShares Currency Hedged MSCI Eurozone ETF was a new Madison Investment Advisors position in Q4 2024.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.06% of Madison Investment Advisors's portfolio in Q4 2024, its #167 holding.
  • 78 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.