EP Wealth Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

EP Wealth 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
2026 Q2	$11.8M	Sell	234,774 -2,518	-1%	-$119K	0.05%	248
2026 Q1	$10.4M	Sell	237,292 -8,592	-3%	-$387K	0.05%	216
2025 Q4	$10.8M	Buy	+245,884	New	+$10.6M	0.06%	192
2025 Q2	$10.4M	Sell	253,329 -494	-0.2%	-$19.6K	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	+$9.59M	0.09%	147
2022 Q1	–	Sell	-5,514	Closed	-$208K	–	648
2021 Q4	$208K	Buy	+5,514	New	+$207K	﹤0.01%	523

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EP Wealth Advisors's HEZU Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 1.1% in Q2 2026, selling an estimated $119K and leaving 234,774 shares worth $11.8M. The position accounts for 0.05% of the portfolio, ranked #248.

EP Wealth Advisors first reported a position in HEZU in Q4 2021 and has held it in 8 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

EP Wealth Advisors held 234,774 shares of iShares Currency Hedged MSCI Eurozone ETF worth $11.8M as of Q2 2026.
EP Wealth Advisors sold 2,518 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2026, an estimated $119K.
iShares Currency Hedged MSCI Eurozone ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #248 holding.
EP Wealth Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2021 and has held it in 8 quarters since.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.