QWP
HEZU icon

Quotient Wealth Partners’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Quotient Wealth Partners’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 		$1.87M Buy
42,791
+3,691
+9% +$166K 0.05% 90
2025
Q4 		$1.71M Sell
39,100
-986
-2% -$42.6K 0.05% 92
2025
Q3 		$1.69M Sell
40,086
-512
-1% -$21K 0.05% 89
2025
Q2 		$1.67M Sell
40,598
-241
-0.6% -$9.55K 0.05% 88
2025
Q1 		$1.59M Buy
40,839
+2,825
+7% +$110K 0.05% 87
2024
Q4 		$1.36M Sell
38,014
-964
-2% -$34.7K 0.04% 86
2024
Q3 		$1.43M Buy
38,978
+12,614
+48% +$449K 0.05% 82
2024
Q2 		$956K Sell
26,364
-2,732
-9% -$100K 0.03% 107
2024
Q1 		$1.07M Buy
29,096
+1,486
+5% +$51.3K 0.04% 107
2023
Q4 		$919K Buy
+27,610
New +$872K 0.04% 127

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