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Robertson Stephens Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Robertson Stephens Wealth Management’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 		$11.3M Sell
257,568
-1,425
-0.6% -$64.2K 0.32% 60
2025
Q4 		$11.3M Buy
258,993
+79,586
+44% +$3.44M 0.3% 66
2025
Q3 		$7.56M Sell
179,407
-7,436
-4% -$304K 0.23% 81
2025
Q2 		$7.67M Buy
186,843
+8,694
+5% +$345K 0.24% 78
2025
Q1 		$6.94M Sell
178,149
-6,738
-4% -$262K 0.24% 79
2024
Q4 		$6.63M Buy
184,887
+1,309
+0.7% +$47.2K 0.23% 84
2024
Q3 		$6.75M Buy
183,578
+1,247
+0.7% +$44.4K 0.24% 87
2024
Q2 		$6.61M Sell
182,331
-157,927
-46% -$5.8M 0.33% 55
2024
Q1 		$12.5M Buy
340,258
+191
+0.1% +$6.59K 0.66% 31
2023
Q4 		$11.3M Sell
340,067
-1,111
-0.3% -$35.1K 0.69% 28
2023
Q3 		$10.5M Buy
341,178
+722
+0.2% +$22.8K 0.71% 27
2023
Q2 		$11.1M Sell
340,456
-1,651
-0.5% -$52.9K 0.79% 24
2023
Q1 		$10.8M Buy
342,107
+2,258
+0.7% +$69.5K 0.83% 26
2022
Q4 		$9.44M Buy
339,849
+10,644
+3% +$328K 0.92% 22
2022
Q3 		$9.5M Sell
329,205
-14,631
-4% -$460K 0.99% 23
2022
Q2 		$10.8M Buy
343,836
+2,113
+0.6% +$70.2K 1.02% 24
2022
Q1 		$11.7M Sell
341,723
-718
-0.2% -$25.5K 0.98% 22
2021
Q4 		$12.9M Buy
342,441
+4,405
+1% +$165K 1.08% 18
2021
Q3 		$12.2M Buy
338,036
+2,638
+0.8% +$97K 1.38% 16
2021
Q2 		$12.2M Buy
335,398
+4,541
+1% +$162K 1.47% 15
2021
Q1 		$11.3M Buy
330,857
+14,779
+5% +$482K 1.81% 14
2020
Q4 		$9.86M Buy
316,078
+181,794
+135% +$5.43M 2.06% 13
2020
Q3 		$3.74M Sell
134,284
-125,663
-48% -$3.58M 0.92% 22
2020
Q2 		$7.31M Sell
259,947
-58,682
-18% -$1.53M 2.11% 12
2020
Q1 		$7.52M Buy
318,629
+194,317
+156% +$5.68M 2.57% 10
2019
Q4 		$3.95M Buy
124,312
+21,437
+21% +$676K 1.99% 12
2019
Q3 		$3.18M Buy
102,875
+58,246
+131% +$1.75M 1.61% 16
2019
Q2 		$1.37M Sell
44,629
-6,604
-13% -$199K 1.33% 26
2019
Q1 		$1.5M Hold
51,233
– – 1.29% 23
2018
Q4 		$1.34M Buy
+51,233
New +$1.42M 1.35% 21

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robertson Stephens Wealth Management's HEZU Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 0.55% in Q1 2026, selling an estimated $64.2K and leaving 257,568 shares worth $11.3M. The position accounts for 0.32% of the portfolio, ranked #60.

Robertson Stephens Wealth Management first reported a position in HEZU in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.9M in Q4 2021. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

  • Robertson Stephens Wealth Management held 257,568 shares of iShares Currency Hedged MSCI Eurozone ETF worth $11.3M as of Q1 2026.
  • Robertson Stephens Wealth Management sold 1,425 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $64.2K.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.32% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and has held it in 30 quarters since.
  • Robertson Stephens Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $12.9M in Q4 2021.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.