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Ishares Tr cur hdg ms emu shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Ishares Tr cur hdg ms emu

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All positions including Ishares Tr cur hdg ms emu held by Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 52k 42.16
2025-06-30 $2.0M 49k 41.03
2025-03-31 $1.8M 47k 38.97

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View all positions for Summit Financial

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