Root Financial Partners’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Root Financial 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 Q3	$2.66K	Buy	+55	New	+$2.7K	﹤0.01%	2503

Other funds holding HEZU

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Root Financial Partners's HEZU Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2026: 55 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #2503 among its holdings.

86 funds tracked by Wall St. Rank hold HEZU as of Q3 2026.

Root Financial Partners held 55 shares of iShares Currency Hedged MSCI Eurozone ETF worth $2.66K as of Q3 2026.
iShares Currency Hedged MSCI Eurozone ETF was a new Root Financial Partners position in Q3 2026.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2503 holding.
86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.