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 Q2	$12.9M	Sell	257,497 -71	-0%	-$3.35K	0.32%	58
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Robertson Stephens Wealth Management's HEZU Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 0.03% in Q2 2026, selling an estimated $3.35K and leaving 257,497 shares worth $12.9M. The position accounts for 0.32% of the portfolio, ranked #58.

Robertson Stephens Wealth Management first reported a position in HEZU in Q4 2018 and has held it in 31 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Robertson Stephens Wealth Management held 257,497 shares of iShares Currency Hedged MSCI Eurozone ETF worth $12.9M as of Q2 2026.
Robertson Stephens Wealth Management sold 71 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $3.35K.
iShares Currency Hedged MSCI Eurozone ETF made up 0.32% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #58 holding.
Robertson Stephens Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and has held it in 31 quarters since.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.