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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
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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

Mather Group's HEZU Position: Q2 2026 in Review

Mather Group opened a new position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2026: 1,325 shares worth $66.5K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings. This is a return to the name: Mather Group previously reported a position in HEZU as recently as Q1 2025.

Mather Group first reported a position in HEZU in Q3 2024 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • Mather Group held 1,325 shares of iShares Currency Hedged MSCI Eurozone ETF worth $66.5K as of Q2 2026.
  • iShares Currency Hedged MSCI Eurozone ETF was a new Mather Group position in Q2 2026.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1031 holding.
  • Mather Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.