WFA of San Diego’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

WFA of San Diego’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 Q1	–	Sell	-1,005	Closed	-$44K	–	417
2025 Q4	$44K	Hold	1,005	–	–	0.03%	204
2025 Q3	$42.4K	Hold	1,005	–	–	0.03%	219
2025 Q2	$41.2K	Buy	+1,005	New	+$39.8K	0.03%	220
2024 Q3	$36.9K	Hold	1,005	–	–	0.03%	207
2024 Q2	$36.5K	Buy	+1,005	New	+$36.9K	0.03%	204
2023 Q3	$30.9K	Hold	1,005	–	–	0.03%	207
2023 Q2	$32.9K	Buy	+1,005	New	+$32.2K	0.03%	204
2023 Q1	–	Sell	-1,005	Closed	-$27.9K	–	202
2022 Q4	$27.9K	Buy	+1,005	New	+$31K	0.02%	256
2022 Q3	–	Sell	-1,005	Closed	-$31K	–	199
2022 Q2	$31K	Buy	+1,005	New	+$33.4K	0.03%	196

Other funds holding HEZU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RSWM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

IWS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFA of San Diego's HEZU Position: Q1 2026 in Review

WFA of San Diego sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2026, closing a stake of 1,005 shares — an estimated $44K sold.

WFA of San Diego first reported a position in HEZU in Q2 2022 and held it in 9 quarters. The position peaked at $44K in Q4 2025. 94 funds tracked by Wall St. Rank hold HEZU as of Q1 2026.

WFA of San Diego reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2026 after selling out during the quarter.
WFA of San Diego sold 1,005 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2026, an estimated $44K.
WFA of San Diego first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2022 and held it in 9 quarters.
WFA of San Diego's iShares Currency Hedged MSCI Eurozone ETF position peaked at $44K in Q4 2025.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.