TS Financial Group (TSFG)’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

TS Financial Group (TSFG)’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
2025 Q3	–	Sell	-92	Closed	-$4K	–	860
2025 Q2	$4K	Hold	92	–	–	﹤0.01%	656
2025 Q1	$4K	Hold	92	–	–	﹤0.01%	648
2024 Q4	$3K	Hold	92	–	–	﹤0.01%	627
2024 Q3	$3K	Hold	92	–	–	﹤0.01%	650
2024 Q2	$3K	Hold	92	–	–	﹤0.01%	630
2024 Q1	$3K	Hold	92	–	–	﹤0.01%	618
2023 Q4	$3K	Hold	92	–	–	﹤0.01%	685
2023 Q3	$3K	Hold	92	–	–	﹤0.01%	756
2023 Q2	$3K	Hold	92	–	–	﹤0.01%	760
2023 Q1	$3K	Hold	92	–	–	﹤0.01%	745
2022 Q4	$3K	Hold	92	–	–	﹤0.01%	740
2022 Q3	$3K	Sell	92 -156	-63%	-$4.91K	﹤0.01%	715
2022 Q2	$8K	Hold	248	–	–	﹤0.01%	566
2022 Q1	$8K	Hold	248	–	–	﹤0.01%	579
2021 Q4	$9K	Hold	248	–	–	﹤0.01%	580
2021 Q3	$9K	Hold	248	–	–	﹤0.01%	569
2021 Q2	$9K	Hold	248	–	–	﹤0.01%	566
2021 Q1	$8K	Hold	248	–	–	﹤0.01%	526
2020 Q4	$8K	Hold	248	–	–	﹤0.01%	527
2020 Q3	$7K	Hold	248	–	–	﹤0.01%	490
2020 Q2	$7K	Hold	248	–	–	﹤0.01%	485
2020 Q1	$6K	Sell	248 -624	-72%	-$18.2K	0.01%	451
2019 Q4	$28K	Hold	872	–	–	0.02%	293
2019 Q3	$27K	Hold	872	–	–	0.02%	276
2019 Q2	$27K	Hold	872	–	–	0.02%	272
2019 Q1	$26K	Buy	+872	New	+$24.6K	0.02%	274

Other funds holding HEZU

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

IWS

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TS Financial Group (TSFG)'s HEZU Position: Q3 2025 in Review

TS Financial Group (TSFG) sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2025, closing a stake of 92 shares — an estimated $4K sold.

TS Financial Group (TSFG) first reported a position in HEZU in Q1 2019 and held it in 26 quarters. The position peaked at $28K in Q4 2019. 91 funds tracked by Wall St. Rank hold HEZU as of Q3 2025.

TS Financial Group (TSFG) reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 92 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2025, an estimated $4K.
TS Financial Group (TSFG) first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2019 and held it in 26 quarters.
TS Financial Group (TSFG)'s iShares Currency Hedged MSCI Eurozone ETF position peaked at $28K in Q4 2019.
91 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2025, filed 4 Nov 2025.