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Vision Retirement’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Vision Retirement’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 		$4.16K Hold
83
– – ﹤0.01% 526
2026
Q1 		$3.63K Buy
+83
New +$3.74K ﹤0.01% 522

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 $103B AUM 28.65% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vision Retirement's HEZU Position: Q2 2026 in Review

Vision Retirement held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 83 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Vision Retirement first reported a position in HEZU in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • Vision Retirement held 83 shares of iShares Currency Hedged MSCI Eurozone ETF worth $4.16K as of Q2 2026.
  • Vision Retirement 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 Vision Retirement's portfolio in Q2 2026, its #526 holding.
  • Vision Retirement first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.