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

One Wealth 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
2025
Q4 		– Sell
-5,385
Closed -$227K – 314
2025
Q3 		$227K Sell
5,385
-8,650
-62% -$354K 0.03% 284
2025
Q2 		$576K Buy
14,035
+896
+7% +$35.5K 0.08% 142
2025
Q1 		$512K Buy
13,139
+215
+2% +$8.37K 0.08% 147
2024
Q4 		$463K Sell
12,924
-494
-4% -$17.8K 0.07% 128
2024
Q3 		$493K Buy
13,418
+401
+3% +$14.3K 0.08% 129
2024
Q2 		$447K Buy
+13,017
New +$478K 0.1% 116

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return