EP Wealth Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
253,329
-494
| -0.2% | -$20.3K | 0.07% | 178 |
|
|
2025
Q1 | $9.89M | Sell |
253,823
-12,833
| -5% | -$500K | 0.08% | 150 |
|
|
2024
Q4 | $9.56M | Sell |
266,656
-2,955
| -1% | -$106K | 0.08% | 147 |
|
|
2024
Q3 | $9.91M | Buy |
+269,611
| New | +$9.91M | 0.09% | 147 |
|
|
2022
Q1 | – | Sell |
-5,514
| Closed | -$208K | – | 648 |
|
|
2021
Q4 | $208K | Buy |
+5,514
| New | +$208K | ﹤0.01% | 523 |
|