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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $3.57B AUM 28.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return