O'Shaughnessy Asset Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

O'Shaughnessy Asset 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 Q2	$21.5K	Sell	429 -364	-46%	-$17.2K	﹤0.01%	2375
2026 Q1	$34.7K	Buy	793 +375	+90%	+$16.9K	﹤0.01%	2279
2025 Q4	$18.3K	Hold	418	–	–	﹤0.01%	2354
2025 Q3	$17.6K	Buy	418 +41	+11%	+$1.68K	﹤0.01%	2294
2025 Q2	$15.5K	Hold	377	–	–	﹤0.01%	2144
2025 Q1	$14.7K	Hold	377	–	–	﹤0.01%	2090
2024 Q4	$13.5K	Hold	377	–	–	﹤0.01%	2044
2024 Q3	$13.9K	Sell	377 -578	-61%	-$20.6K	﹤0.01%	1978
2024 Q2	$34.6K	Buy	+955	New	+$35.1K	﹤0.01%	1749

Other funds holding HEZU

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

O'Shaughnessy Asset Management's HEZU Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 46% in Q2 2026, selling an estimated $17.2K and leaving 429 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

O'Shaughnessy Asset Management first reported a position in HEZU in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.7K in Q1 2026. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

O'Shaughnessy Asset Management held 429 shares of iShares Currency Hedged MSCI Eurozone ETF worth $21.5K as of Q2 2026.
O'Shaughnessy Asset Management sold 364 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $17.2K.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2375 holding.
O'Shaughnessy Asset Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2024 and has held it in 9 quarters since.
O'Shaughnessy Asset Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $34.7K in Q1 2026.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.