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HEZU icon

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

NewEdge 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
2026
Q2 		$1.32M Sell
26,292
-688
-3% -$32.4K ﹤0.01% 1485
2026
Q1 		$1.18M Sell
26,980
-1,316
-5% -$59.3K ﹤0.01% 1399
2025
Q4 		$1.24M Sell
28,296
-520
-2% -$22.5K ﹤0.01% 1349
2025
Q3 		$1.22M Sell
28,816
-180
-0.6% -$7.37K 0.01% 1286
2025
Q2 		$1.19M Sell
28,996
-1,010
-3% -$40K 0.01% 1194
2025
Q1 		$1.17M Sell
30,006
-2,397
-7% -$93.3K 0.01% 1105
2024
Q4 		$1.16M Buy
32,403
+980
+3% +$35.3K 0.01% 1088
2024
Q3 		$1.16M Sell
31,423
-2,578
-8% -$91.7K 0.01% 1039
2024
Q2 		$1.23M Sell
34,001
-1,492
-4% -$54.8K 0.01% 969
2024
Q1 		$1.31M Sell
35,493
-15,760
-31% -$544K 0.01% 868
2023
Q4 		$1.69M Sell
51,253
-723
-1% -$22.8K 0.02% 727
2023
Q3 		$1.6M Buy
51,976
+1,179
+2% +$37.2K 0.02% 669
2023
Q2 		$1.66M Sell
50,797
-2,383
-4% -$76.3K 0.02% 660
2023
Q1 		$1.68M Sell
53,180
-3,490
-6% -$107K 0.02% 591
2022
Q4 		$1.57M Buy
56,670
+7,176
+14% +$221K 0.04% 379
2022
Q3 		$1.43M Buy
49,494
+1,756
+4% +$55.2K 0.02% 523
2022
Q2 		$1.5M Buy
47,738
+11,739
+33% +$390K 0.02% 521
2022
Q1 		$1.23M Sell
35,999
-9,290
-21% -$330K 0.02% 572
2021
Q4 		$1.71M Sell
45,289
-2,202
-5% -$82.5K 0.03% 502
2021
Q3 		$1.71M Sell
47,491
-1,347
-3% -$49.5K 0.04% 357
2021
Q2 		$1.78M Sell
48,838
-386
-0.8% -$13.8K 0.05% 339
2021
Q1 		$1.69M Buy
49,224
+1,104
+2% +$36K 0.05% 321
2020
Q4 		$1.5M Sell
48,120
-3,387
-7% -$101K 0.05% 313
2020
Q3 		$1.43M Buy
51,507
+1,545
+3% +$44K 0.05% 305
2020
Q2 		$1.41M Buy
+49,962
New +$1.3M 0.05% 283

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

NewEdge Advisors's HEZU Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 2.6% in Q2 2026, selling an estimated $32.4K and leaving 26,292 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

NewEdge Advisors first reported a position in HEZU in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.78M in Q2 2021. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • NewEdge Advisors held 26,292 shares of iShares Currency Hedged MSCI Eurozone ETF worth $1.32M as of Q2 2026.
  • NewEdge Advisors sold 688 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $32.4K.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1485 holding.
  • NewEdge Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2020 and has held it in 25 quarters since.
  • NewEdge Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.78M in Q2 2021.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.