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

Prospera Financial Services’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	–	Sell	-18,022	Closed	-$789K	–	1455
2025 Q4	$789K	Buy	18,022 +213	+1%	+$9.2K	0.01%	771
2025 Q3	$751K	Buy	+17,809	New	+$729K	0.01%	789
2024 Q4	–	Sell	-16,724	Closed	-$615K	–	1154
2024 Q3	$615K	Sell	16,724 -34,827	-68%	-$1.24M	0.02%	651
2024 Q2	$1.87M	Buy	51,551 +901	+2%	+$33.1K	0.05%	349
2024 Q1	$1.86M	Buy	50,650 +27,155	+116%	+$937K	0.06%	341
2023 Q4	$782K	Sell	23,495 -24,308	-51%	-$768K	0.03%	530
2023 Q3	$1.47M	Buy	47,803 +1,710	+4%	+$54K	0.06%	332
2023 Q2	$1.51M	Sell	46,093 -667	-1%	-$21.4K	0.06%	317
2023 Q1	$1.48M	Buy	+46,760	New	+$1.44M	0.06%	320
2022 Q2	–	Sell	-235	Closed	-$8K	–	2042
2022 Q1	$8K	Buy	+235	New	+$8.34K	﹤0.01%	2123
2020 Q4	–	Sell	-385	Closed	-$11K	–	1050
2020 Q3	$11K	Buy	+385	New	+$11K	﹤0.01%	1091

Other funds holding HEZU

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

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

Prospera Financial Services's HEZU Position: Q1 2026 in Review

Prospera Financial Services sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2026, closing a stake of 18,022 shares — an estimated $789K sold.

Prospera Financial Services first reported a position in HEZU in Q3 2020 and held it in 11 quarters. The position peaked at $1.87M in Q2 2024. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

Prospera Financial Services reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2026 after selling out during the quarter.
Prospera Financial Services sold 18,022 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $789K.
Prospera Financial Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2020 and held it in 11 quarters.
Prospera Financial Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.87M in Q2 2024.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.