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Ishares Tr cur hdg ms emu shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of Ishares Tr cur hdg ms emu (HEZU) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management investment in Ishares Tr cur hdg ms emu

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cur hdg ms emu held by Comprehensive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cur hdg ms emu by Comprehensive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 35k 42.16
2025-06-30 $1.1M 26k 41.03

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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Comprehensive Wealth Management

Top funds holding Ishares Tr cur hdg ms emu

Charles Schwab Investment Management
HighTower Advisors
Jpmorgan Chase & Co
EP Wealth Advisors
LPL Financial
UBS Group
Flow Traders US
Insight Wealth Strategies
Robertson Stephens Wealth Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Connecticut Wealth Management
Citadel Advisors
Envestnet Asset Management

View all funds holding Ishares Tr cur hdg ms emu