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Summit Financial’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Summit Financial’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 		$2.58M Sell
51,495
-1,457
-3% -$68.7K 0.03% 561
2026
Q1 		$2.31M Buy
52,952
+1,193
+2% +$53.8K 0.03% 537
2025
Q4 		$2.26M Sell
51,759
-599
-1% -$25.9K 0.03% 461
2025
Q3 		$2.21M Buy
52,358
+2,951
+6% +$121K 0.03% 460
2025
Q2 		$2.03M Buy
49,407
+2,698
+6% +$107K 0.05% 290
2025
Q1 		$1.82M Buy
+46,709
New +$1.82M 0.05% 272

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

Summit Financial's HEZU Position: Q2 2026 in Review

Summit Financial reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 2.8% in Q2 2026, selling an estimated $68.7K and leaving 51,495 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #561.

Summit Financial first reported a position in HEZU in Q1 2025 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • Summit Financial held 51,495 shares of iShares Currency Hedged MSCI Eurozone ETF worth $2.58M as of Q2 2026.
  • Summit Financial sold 1,457 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $68.7K.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #561 holding.
  • Summit Financial first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2025 and has held it in 6 quarters since.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.