Principal Securities’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Principal Securities’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	-428	Closed	-$18K	–	2285
2025 Q3	$18K	Hold	428	–	–	﹤0.01%	2449
2025 Q2	$17.6K	Hold	428	–	–	﹤0.01%	2387
2025 Q1	$15.3K	Hold	428	–	–	﹤0.01%	2348
2024 Q4	$15.3K	Hold	428	–	–	﹤0.01%	2344
2024 Q3	$15.7K	Hold	428	–	–	﹤0.01%	2241
2024 Q2	$15.5K	Hold	428	–	–	﹤0.01%	2188
2024 Q1	$15.7K	Hold	428	–	–	﹤0.01%	2130
2023 Q4	$14.3K	Buy	+428	New	+$13.5K	﹤0.01%	2088

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

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

Principal Securities's HEZU Position: Q4 2025 in Review

Principal Securities sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2025, closing a stake of 428 shares — an estimated $18K sold.

Principal Securities first reported a position in HEZU in Q4 2023 and held it in 8 quarters. The position peaked at $18K in Q3 2025. 94 funds tracked by Wall St. Rank hold HEZU as of Q4 2025.

Principal Securities reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 428 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2025, an estimated $18K.
Principal Securities first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares Currency Hedged MSCI Eurozone ETF position peaked at $18K in Q3 2025.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.