WCG Wealth Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

WCG Wealth 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
2025 Q1	–	Sell	-13,185	Closed	-$473K	–	304
2024 Q4	$473K	Sell	13,185 -1,854	-12%	-$66.8K	0.03%	262
2024 Q3	$553K	Buy	+15,039	New	+$535K	0.04%	262

Other funds holding HEZU

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

IWS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RSWM

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

WCG Wealth Advisors's HEZU Position: Q1 2025 in Review

WCG Wealth Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2025, closing a stake of 13,185 shares — an estimated $473K sold.

WCG Wealth Advisors first reported a position in HEZU in Q3 2024 and held it in 2 quarters. The position peaked at $553K in Q3 2024. 93 funds tracked by Wall St. Rank hold HEZU as of Q1 2025.

WCG Wealth Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2025 after selling out during the quarter.
WCG Wealth Advisors sold 13,185 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2025, an estimated $473K.
WCG Wealth Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and held it in 2 quarters.
WCG Wealth Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $553K in Q3 2024.
93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2025.

Based on WCG Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.