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

OneDigital Investment 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
Q1 		$278K Sell
6,358
-1,278
-17% -$57.6K ﹤0.01% 1228
2025
Q4 		$334K Sell
7,636
-2,108
-22% -$91K ﹤0.01% 1146
2025
Q3 		$411K Sell
9,744
-1,725
-15% -$70.6K ﹤0.01% 1022
2025
Q2 		$471K Buy
+11,469
New +$454K 0.01% 925

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's HEZU Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 17% in Q1 2026, selling an estimated $57.6K and leaving 6,358 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

OneDigital Investment Advisors first reported a position in HEZU in Q2 2025 and has held it in 4 quarters since. The position peaked at $471K in Q2 2025. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

  • OneDigital Investment Advisors held 6,358 shares of iShares Currency Hedged MSCI Eurozone ETF worth $278K as of Q1 2026.
  • OneDigital Investment Advisors sold 1,278 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $57.6K.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1228 holding.
  • OneDigital Investment Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2025 and has held it in 4 quarters since.
  • OneDigital Investment Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $471K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.