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

Rossby Financial’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	$2.7K	Buy	+61	New	+$2.75K	﹤0.01%	1727

Other funds holding HEZU

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rossby Financial's HEZU Position: Q1 2026 in Review

Rossby Financial opened a new position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2026: 61 shares worth $2.7K. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings.

94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

Rossby Financial held 61 shares of iShares Currency Hedged MSCI Eurozone ETF worth $2.7K as of Q1 2026.
iShares Currency Hedged MSCI Eurozone ETF was a new Rossby Financial position in Q1 2026.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1727 holding.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.