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

Aptus Capital 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
2025 Q4	–	Sell	-945	Closed	-$39.8K	–	1697
2025 Q3	$39.8K	Hold	945	–	–	﹤0.01%	1264
2025 Q2	$38.8K	Hold	945	–	–	﹤0.01%	1212
2025 Q1	$36.8K	Sell	945 -342	-27%	-$13.3K	﹤0.01%	1144
2024 Q4	$46.1K	Buy	1,287 +27	+2%	+$973	﹤0.01%	1117
2024 Q3	$46.3K	Buy	+1,260	New	+$44.8K	﹤0.01%	943

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

IWS

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

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

Aptus Capital Advisors's HEZU Position: Q4 2025 in Review

Aptus Capital Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2025, closing a stake of 945 shares — an estimated $39.8K sold.

Aptus Capital Advisors first reported a position in HEZU in Q3 2024 and held it in 5 quarters. The position peaked at $46.3K in Q3 2024. 93 funds tracked by Wall St. Rank hold HEZU as of Q4 2025.

Aptus Capital Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 945 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2025, an estimated $39.8K.
Aptus Capital Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and held it in 5 quarters.
Aptus Capital Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $46.3K in Q3 2024.
93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.