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 Q2	$2.07M	Sell	41,363 -1,428	-3%	-$67.3K	0.05%	91
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 San Francisco, California $751B AUM 38.74% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

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

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Quotient Wealth Partners's HEZU Position: Q2 2026 in Review

Quotient Wealth Partners reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 3.3% in Q2 2026, selling an estimated $67.3K and leaving 41,363 shares worth $2.07M. The position accounts for 0.05% of the portfolio, ranked #91.

Quotient Wealth Partners first reported a position in HEZU in Q4 2023 and has held it in 11 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Quotient Wealth Partners held 41,363 shares of iShares Currency Hedged MSCI Eurozone ETF worth $2.07M as of Q2 2026.
Quotient Wealth Partners sold 1,428 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $67.3K.
iShares Currency Hedged MSCI Eurozone ETF made up 0.05% of Quotient Wealth Partners's portfolio in Q2 2026, its #91 holding.
Quotient Wealth Partners first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2023 and has held it in 11 quarters since.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.