Phoenix Financial’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Phoenix Financial’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	$299K	Sell	6,850 -800	-10%	-$36K	﹤0.01%	386
2025 Q4	$335K	Hold	7,650	–	–	﹤0.01%	363
2025 Q3	$323K	Hold	7,650	–	–	﹤0.01%	371
2025 Q2	$314K	Hold	7,650	–	–	﹤0.01%	333
2025 Q1	$298K	Hold	7,650	–	–	﹤0.01%	300
2024 Q4	$274K	Sell	7,650 -3,000	-28%	-$108K	﹤0.01%	316
2024 Q3	$391K	Hold	10,650	–	–	0.01%	268
2024 Q2	$386K	Hold	10,650	–	–	0.01%	265
2024 Q1	$392K	Buy	+10,650	New	+$367K	0.01%	291

Other funds holding HEZU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Phoenix Financial's HEZU Position: Q1 2026 in Review

Phoenix Financial reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 10% in Q1 2026, selling an estimated $36K and leaving 6,850 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Phoenix Financial first reported a position in HEZU in Q1 2024 and has held it in 9 quarters since. The position peaked at $392K in Q1 2024. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

Phoenix Financial held 6,850 shares of iShares Currency Hedged MSCI Eurozone ETF worth $299K as of Q1 2026.
Phoenix Financial sold 800 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $36K.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #386 holding.
Phoenix Financial first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2024 and has held it in 9 quarters since.
Phoenix Financial's iShares Currency Hedged MSCI Eurozone ETF position peaked at $392K in Q1 2024.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.