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

MAI Capital 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
2026 Q2	–	Sell	-16	Closed	-$700	–	3211
2026 Q1	$700	Hold	16	–	–	﹤0.01%	4300
2025 Q4	$701	Hold	16	–	–	﹤0.01%	3740
2025 Q3	$675	Hold	16	–	–	﹤0.01%	3569
2025 Q2	$657	Hold	16	–	–	﹤0.01%	3723
2025 Q1	$624	Hold	16	–	–	﹤0.01%	3210
2024 Q4	$574	Buy	+16	New	+$577	﹤0.01%	3284

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

MAI Capital Management's HEZU Position: Q2 2026 in Review

MAI Capital Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2026, closing a stake of 16 shares — an estimated $700 sold.

MAI Capital Management first reported a position in HEZU in Q4 2024 and held it in 6 quarters. The position peaked at $701 in Q4 2025. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

MAI Capital Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 16 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $700.
MAI Capital Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $701 in Q4 2025.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.