ShoreHaven Wealth Partners’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

ShoreHaven Wealth 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
2025 Q3	–	Sell	-15,968	Closed	-$655K	–	105
2025 Q2	$655K	Buy	15,968 +302	+2%	+$12K	0.27%	59
2025 Q1	$611K	Sell	15,666 -1,546	-9%	-$60.2K	0.29%	53
2024 Q4	$617K	Sell	17,212 -467	-3%	-$16.8K	0.29%	54
2024 Q3	$650K	Buy	+17,679	New	+$629K	0.31%	50

Other funds holding HEZU

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ShoreHaven Wealth Partners's HEZU Position: Q3 2025 in Review

ShoreHaven Wealth Partners sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2025, closing a stake of 15,968 shares — an estimated $655K sold.

ShoreHaven Wealth Partners first reported a position in HEZU in Q3 2024 and held it in 4 quarters. The position peaked at $655K in Q2 2025. 91 funds tracked by Wall St. Rank hold HEZU as of Q3 2025.

ShoreHaven Wealth Partners reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2025 after selling out during the quarter.
ShoreHaven Wealth Partners sold 15,968 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2025, an estimated $655K.
ShoreHaven Wealth Partners first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and held it in 4 quarters.
ShoreHaven Wealth Partners's iShares Currency Hedged MSCI Eurozone ETF position peaked at $655K in Q2 2025.
91 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2025, filed 23 Oct 2025.