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Sage Mountain Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Sage Mountain Advisors’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 		$205K Hold
4,087
– – 0.01% 218
2026
Q1 		$179K Sell
4,087
-1,300
-24% -$58.6K 0.01% 203
2025
Q4 		$236K Sell
5,387
-2,000
-27% -$86.4K 0.01% 446
2025
Q3 		$311K Hold
7,387
– – 0.02% 358
2025
Q2 		$303K Sell
7,387
-4,252
-37% -$169K 0.02% 320
2025
Q1 		$454K Hold
11,639
– – 0.03% 236
2024
Q4 		$417K Sell
11,639
-3,786
-25% -$136K 0.03% 241
2024
Q3 		$567K Sell
15,425
-2,787
-15% -$99.2K 0.05% 181
2024
Q2 		$661K Buy
18,212
+11,312
+164% +$415K 0.06% 137
2024
Q1 		$254K Sell
6,900
-583
-8% -$20.1K 0.03% 273
2023
Q4 		$249K Buy
7,483
+3,300
+79% +$104K 0.03% 228
2023
Q3 		$129K Buy
4,183
+41
+1% +$1.29K 0.02% 279
2023
Q2 		$135K Buy
4,142
+542
+15% +$17.4K 0.02% 264
2023
Q1 		$114K Hold
3,600
– – 0.02% 262
2022
Q4 		$100K Hold
3,600
– – 0.02% 207
2022
Q3 		$104K Hold
3,600
– – 0.03% 255
2022
Q2 		$113K Hold
3,600
– – 0.02% 501
2022
Q1 		$123K Sell
3,600
-3,300
-48% -$117K 0.02% 519
2021
Q4 		$260K Buy
6,900
+3,300
+92% +$124K 0.03% 467
2021
Q3 		$130K Hold
3,600
– – 0.02% 476
2021
Q2 		$131K Hold
3,600
– – 0.02% 427
2021
Q1 		$123K Buy
+3,600
New +$117K 0.03% 356

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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

Sage Mountain Advisors's HEZU Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 4,087 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #218.

Sage Mountain Advisors first reported a position in HEZU in Q1 2021 and has held it in 22 quarters since. The position peaked at $661K in Q2 2024. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • Sage Mountain Advisors held 4,087 shares of iShares Currency Hedged MSCI Eurozone ETF worth $205K as of Q2 2026.
  • Sage Mountain Advisors left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #218 holding.
  • Sage Mountain Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $661K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.