SageView Advisory Group
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SageView Advisory Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

SageView Advisory Group’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 		– Sell
-260
Closed -$11.4K – 1361
2025
Q4 		$11.4K Buy
+260
New +$11.2K ﹤0.01% 1664

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's HEZU Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2026, closing a stake of 260 shares — an estimated $11.4K sold.

SageView Advisory Group first reported a position in HEZU in Q4 2025 and held it in 1 quarter. The position peaked at $11.4K in Q4 2025. 95 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 260 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $11.4K.
  • SageView Advisory Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $11.4K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.