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

Simplicity Wealth’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 		$311K Sell
6,200
-992
-14% -$46.8K 0.01% 821
2026
Q1 		$314K Buy
7,192
+945
+15% +$42.6K 0.02% 569
2025
Q4 		$273K Buy
+6,247
New +$270K 0.02% 585

Other funds holding HEZU

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RSWM
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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $513M AUM 23.32% 1-Year Est. Return

Simplicity Wealth's HEZU Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 14% in Q2 2026, selling an estimated $46.8K and leaving 6,200 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #821.

Simplicity Wealth first reported a position in HEZU in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q1 2026. 49 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • Simplicity Wealth held 6,200 shares of iShares Currency Hedged MSCI Eurozone ETF worth $311K as of Q2 2026.
  • Simplicity Wealth sold 992 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $46.8K.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #821 holding.
  • Simplicity Wealth first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2025 and has held it in 3 quarters since.
  • Simplicity Wealth's iShares Currency Hedged MSCI Eurozone ETF position peaked at $314K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.