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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
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 – 695
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

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RSWM
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LPL Financial
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Bank of America
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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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return