Sierra Capital’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Sierra Capital’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	$1.37M	Hold	27,301	–	–	0.13%	107
2026 Q1	$1.19M	Hold	27,301	–	–	0.13%	114
2025 Q4	$1.2M	Hold	27,301	–	–	0.13%	109
2025 Q3	$1.15M	Hold	27,301	–	–	0.13%	124
2025 Q2	$1.05M	Buy	+27,301	New	+$1.08M	0.12%	121
2022 Q3	–	Sell	-125,239	Closed	-$3.92M	–	692
2022 Q2	$3.92M	Hold	125,239	–	–	0.71%	37
2022 Q1	$4.29M	Sell	125,239 -2,400	-2%	-$85.2K	0.68%	40
2021 Q4	$4.81M	Buy	127,639 +291	+0.2%	+$10.9K	0.72%	37
2021 Q3	$4.81M	Buy	127,348 +252	+0.2%	+$9.27K	0.81%	33
2021 Q2	$4.63M	Hold	127,096	–	–	0.86%	30
2021 Q1	$4.35M	Buy	+127,096	New	+$4.15M	0.82%	34

Other funds holding HEZU

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sierra Capital's HEZU Position: Q2 2026 in Review

Sierra Capital held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 27,301 shares worth $1.37M. The position accounts for 0.13% of the portfolio, ranked #107.

Sierra Capital first reported a position in HEZU in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.81M in Q3 2021. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Sierra Capital held 27,301 shares of iShares Currency Hedged MSCI Eurozone ETF worth $1.37M as of Q2 2026.
Sierra Capital left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up 0.13% of Sierra Capital's portfolio in Q2 2026, its #107 holding.
Sierra Capital first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2021 and has held it in 11 quarters since.
Sierra Capital's iShares Currency Hedged MSCI Eurozone ETF position peaked at $4.81M in Q3 2021.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.