United Capital Financial Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

United Capital Financial Advisors’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 Q1	$592K	Buy	13,528 +253	+2%	+$11.4K	﹤0.01%	980
2025 Q4	$581K	Hold	13,275	–	–	﹤0.01%	911
2025 Q3	$560K	Sell	13,275 -3,600	-21%	-$147K	﹤0.01%	831
2025 Q2	$692K	Buy	16,875 +4,000	+31%	+$159K	0.01%	699
2025 Q1	$502K	Buy	+12,875	New	+$501K	﹤0.01%	745

Other funds holding HEZU

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

IWS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's HEZU Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 1.9% in Q1 2026, buying an estimated $11.4K and bringing the position to 13,528 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

United Capital Financial Advisors first reported a position in HEZU in Q1 2025 and has held it in 5 quarters since. The position peaked at $692K in Q2 2025. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

United Capital Financial Advisors held 13,528 shares of iShares Currency Hedged MSCI Eurozone ETF worth $592K as of Q1 2026.
United Capital Financial Advisors bought 253 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $11.4K.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #980 holding.
United Capital Financial Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2025 and has held it in 5 quarters since.
United Capital Financial Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $692K in Q2 2025.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.