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

Wealth Alliance’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	-8,150	Closed	-$334K	–	575
2025 Q2	$334K	Sell	8,150 -25	-0.3%	-$991	0.04%	380
2025 Q1	$319K	Sell	8,175 -152	-2%	-$5.92K	0.04%	378
2024 Q4	$298K	Sell	8,327 -158	-2%	-$5.69K	0.04%	386
2024 Q3	$312K	Buy	+8,485	New	+$302K	0.04%	388

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

Wealth Alliance's HEZU Position: Q3 2025 in Review

Wealth Alliance sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2025, closing a stake of 8,150 shares — an estimated $334K sold.

Wealth Alliance first reported a position in HEZU in Q3 2024 and held it in 4 quarters. The position peaked at $334K in Q2 2025. 91 funds tracked by Wall St. Rank hold HEZU as of Q3 2025.

Wealth Alliance reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2025 after selling out during the quarter.
Wealth Alliance sold 8,150 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2025, an estimated $334K.
Wealth Alliance first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and held it in 4 quarters.
Wealth Alliance's iShares Currency Hedged MSCI Eurozone ETF position peaked at $334K in Q2 2025.
91 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.