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

Mather 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
Q3 		$64.2K Hold
1,325
– – ﹤0.01% 1078
2026
Q2 		$66.5K Buy
+1,325
New +$62.5K ﹤0.01% 1031
2025
Q2 		– Sell
-176
Closed -$6.86K – 1077
2025
Q1 		$6.86K Hold
176
– – ﹤0.01% 1341
2024
Q4 		$6.31K Hold
176
– – ﹤0.01% 1337
2024
Q3 		$6.47K Buy
+176
New +$6.26K ﹤0.01% 1251

Other funds holding HEZU

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Piscataqua Savings Bank
Piscataqua Savings Bank Portsmouth, New Hampshire $146M AUM 24.42% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Mather Group's HEZU Position: Q3 2026 in Review

Mather Group held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q3 2026 at 1,325 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Mather Group first reported a position in HEZU in Q3 2024 and has held it in 5 quarters since. The position peaked at $66.5K in Q2 2026. 16 funds tracked by Wall St. Rank hold HEZU as of Q3 2026.

  • Mather Group held 1,325 shares of iShares Currency Hedged MSCI Eurozone ETF worth $64.2K as of Q3 2026.
  • Mather Group left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q3 2026.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1078 holding.
  • Mather Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and has held it in 5 quarters since.
  • Mather Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $66.5K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.