Northwestern Mutual Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Northwestern Mutual Wealth 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 Q1	$6.24M	Sell	142,701 -4,277	-3%	-$193K	﹤0.01%	736
2025 Q4	$6.43M	Buy	146,978 +484	+0.3%	+$20.9K	﹤0.01%	692
2025 Q3	$6.18M	Sell	146,494 -1,758	-1%	-$72K	﹤0.01%	668
2025 Q2	$6.08M	Sell	148,252 -2,307	-2%	-$91.4K	﹤0.01%	630
2025 Q1	$5.87M	Sell	150,559 -53,632	-26%	-$2.09M	﹤0.01%	616
2024 Q4	$7.32M	Sell	204,191 -6,147	-3%	-$222K	0.01%	527
2024 Q3	$7.73M	Sell	210,338 -4,482	-2%	-$159K	0.01%	510
2024 Q2	$7.79M	Buy	214,820 +5,784	+3%	+$212K	0.01%	481
2024 Q1	$7.69M	Sell	209,036 -257,933	-55%	-$8.9M	0.01%	474
2023 Q4	$15.5M	Sell	466,969 -227,945	-33%	-$7.2M	0.02%	314
2023 Q3	$21.4M	Sell	694,914 -115,569	-14%	-$3.65M	0.03%	272
2023 Q2	$26.5M	Buy	810,483 +68,164	+9%	+$2.18M	0.03%	246
2023 Q1	$23.4M	Buy	742,319 +455,543	+159%	+$14M	0.03%	240
2022 Q4	$7.97M	Buy	286,776 +259,980	+970%	+$8.02M	0.01%	371
2022 Q3	$773K	Buy	+26,796	New	+$843K	﹤0.01%	904
2020 Q2	–	Sell	-473	Closed	-$11K	–	2516
2020 Q1	$11K	Hold	473	–	–	﹤0.01%	1874
2019 Q4	$15K	Hold	473	–	–	﹤0.01%	1824
2019 Q3	$15K	Buy	473 +433	+1,083%	+$13K	﹤0.01%	1803
2019 Q2	$1K	Sell	40 -1,156	-97%	-$34.9K	﹤0.01%	2405
2019 Q1	$35K	Sell	1,196 -4,284	-78%	-$121K	﹤0.01%	1509
2018 Q4	$142K	Buy	5,480 +480	+10%	+$13.3K	﹤0.01%	883
2018 Q3	$148K	Hold	5,000	–	–	﹤0.01%	910
2018 Q2	$150K	Hold	5,000	–	–	﹤0.01%	857
2018 Q1	$147K	Hold	5,000	–	–	﹤0.01%	829
2017 Q4	$149K	Sell	5,000 -3,100	-38%	-$94.1K	﹤0.01%	808
2017 Q3	$244K	Buy	8,100 +5,000	+161%	+$146K	﹤0.01%	636
2017 Q2	$91K	Sell	3,100 -45	-1%	-$1.33K	﹤0.01%	912
2017 Q1	$90K	Buy	3,145 +45	+1%	+$1.23K	﹤0.01%	859
2016 Q4	$82K	Buy	+3,100	New	+$78.6K	﹤0.01%	875
2016 Q3	–	Sell	-339	Closed	-$8K	–	744
2016 Q2	$8K	Buy	+339	New	+$8.31K	﹤0.01%	1434

Other funds holding HEZU

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's HEZU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 2.9% in Q1 2026, selling an estimated $193K and leaving 142,701 shares worth $6.24M. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Northwestern Mutual Wealth Management first reported a position in HEZU in Q2 2016 and has held it in 30 quarters since. The position peaked at $26.5M in Q2 2023. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

Northwestern Mutual Wealth Management held 142,701 shares of iShares Currency Hedged MSCI Eurozone ETF worth $6.24M as of Q1 2026.
Northwestern Mutual Wealth Management sold 4,277 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $193K.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #736 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2016 and has held it in 30 quarters since.
Northwestern Mutual Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $26.5M in Q2 2023.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.