WAU
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Wellington-Altus USA’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Wellington-Altus USA’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 		$4.24K Hold
97
– – ﹤0.01% 613
2026
Q1 		$4.87K Hold
97
– – ﹤0.01% 639
2025
Q4 		$4.25K Buy
+97
New +$4.19K ﹤0.01% 626

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 $104B AUM 28.3% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wellington-Altus USA's HEZU Position: Q2 2026 in Review

Wellington-Altus USA held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 97 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Wellington-Altus USA first reported a position in HEZU in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.87K in Q1 2026. 98 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

  • Wellington-Altus USA held 97 shares of iShares Currency Hedged MSCI Eurozone ETF worth $4.24K as of Q2 2026.
  • Wellington-Altus USA 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 Wellington-Altus USA's portfolio in Q2 2026, its #613 holding.
  • Wellington-Altus USA first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Currency Hedged MSCI Eurozone ETF position peaked at $4.87K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.