Magnus Financial Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Magnus Financial Group’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	$231K	Hold	4,606	–	–	0.02%	361
2026 Q1	$201K	Sell	4,606 -130	-3%	-$5.86K	0.02%	365
2025 Q4	$207K	Sell	4,736 -30	-0.6%	-$1.3K	0.02%	401
2025 Q3	$201K	Sell	4,766 -231	-5%	-$9.46K	0.02%	390
2025 Q2	$205K	Buy	+4,997	New	+$198K	0.02%	361
2021 Q1	–	Sell	-7,239	Closed	-$226K	–	288
2020 Q4	$226K	Buy	+7,239	New	+$216K	0.02%	275

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

Magnus Financial Group's HEZU Position: Q2 2026 in Review

Magnus Financial Group held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 4,606 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #361.

Magnus Financial Group first reported a position in HEZU in Q4 2020 and has held it in 6 quarters since. 98 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Magnus Financial Group held 4,606 shares of iShares Currency Hedged MSCI Eurozone ETF worth $231K as of Q2 2026.
Magnus Financial Group left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #361 holding.
Magnus Financial Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2020 and has held it in 6 quarters since.
98 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.