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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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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

Spire Wealth Management's HEZU Position: Q2 2026 in Review

Spire Wealth Management held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 129 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Spire Wealth Management first reported a position in HEZU in Q3 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • Spire Wealth Management held 129 shares of iShares Currency Hedged MSCI Eurozone ETF worth $6.47K as of Q2 2026.
  • Spire Wealth Management left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
  • iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1773 holding.
  • Spire Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and has held it in 7 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.