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

Westfuller 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 Q2	$296K	Hold	5,905	–	–	0.11%	116
2026 Q1	$258K	Sell	5,905 -1,726	-23%	-$77.8K	0.11%	117
2025 Q4	$334K	Buy	7,631 +72	+1%	+$3.11K	0.14%	110
2025 Q3	$319K	Buy	7,559 +158	+2%	+$6.47K	0.14%	111
2025 Q2	$304K	Hold	7,401	–	–	0.17%	88
2025 Q1	$288K	Hold	7,401	–	–	0.19%	75
2024 Q4	$265K	Buy	7,401 +50	+0.7%	+$1.8K	0.17%	78
2024 Q3	$270K	Buy	+7,351	New	+$262K	0.19%	71
2024 Q1	$265K	Buy	+7,202	New	+$248K	0.32%	58

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Westfuller Advisors's HEZU Position: Q2 2026 in Review

Westfuller Advisors held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 5,905 shares worth $296K. The position accounts for 0.11% of the portfolio, ranked #116.

Westfuller Advisors first reported a position in HEZU in Q1 2024 and has held it in 9 quarters since. The position peaked at $334K in Q4 2025. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

Westfuller Advisors held 5,905 shares of iShares Currency Hedged MSCI Eurozone ETF worth $296K as of Q2 2026.
Westfuller Advisors left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up 0.11% of Westfuller Advisors's portfolio in Q2 2026, its #116 holding.
Westfuller Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2024 and has held it in 9 quarters since.
Westfuller Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $334K in Q4 2025.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.