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

Spire Wealth Management’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	$6.47K	Hold	129	–	–	﹤0.01%	1773
2026 Q1	$5.64K	Sell	129 -2	-2%	-$90	﹤0.01%	1808
2025 Q4	$5.73K	Buy	+131	New	+$5.66K	﹤0.01%	1889
2025 Q3	–	Sell	-44	Closed	-$1.8K	–	2409
2025 Q2	$1.8K	Hold	44	–	–	﹤0.01%	2193
2025 Q1	$1.72K	Sell	44 -6	-12%	-$234	﹤0.01%	2305
2024 Q4	$1.79K	Sell	50 -16	-24%	-$577	﹤0.01%	2274
2024 Q3	$2.43K	Buy	+66	New	+$2.35K	﹤0.01%	1966

Other funds holding HEZU

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

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return