EPG Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

EPG Wealth Management’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	$47K	Hold	938	–	–	0.01%	230
2026 Q1	$41K	Hold	938	–	–	0.01%	234
2025 Q4	$41K	Hold	938	–	–	0.01%	232
2025 Q3	$39.5K	Hold	938	–	–	0.01%	236
2025 Q2	$38.5K	Hold	938	–	–	0.01%	234
2025 Q1	$36.6K	Hold	938	–	–	0.01%	308
2024 Q4	$33.6K	Hold	938	–	–	0.01%	317
2024 Q3	$34.5K	Buy	+938	New	+$33.4K	0.01%	319
2024 Q2	–	Sell	-938	Closed	-$34.4K	–	336
2024 Q1	$34.5K	Hold	938	–	–	0.01%	333
2023 Q4	$31.7K	Hold	938	–	–	0.01%	323
2023 Q3	$28.8K	Hold	938	–	–	0.01%	321
2023 Q2	$30.7K	Hold	938	–	–	0.01%	313
2023 Q1	$29.6K	Hold	938	–	–	0.01%	318
2022 Q4	$26.1K	Hold	938	–	–	0.01%	296
2022 Q3	$27K	Buy	+938	New	+$29.5K	0.01%	296
2022 Q2	–	Sell	-938	Closed	-$32K	–	285
2022 Q1	$32K	Hold	938	–	–	0.01%	313
2021 Q4	$35K	Hold	938	–	–	0.01%	306
2021 Q3	$34K	Buy	+938	New	+$34.5K	0.01%	289
2020 Q2	–	Sell	-1,000	Closed	-$24K	–	401
2020 Q1	$24K	Hold	1,000	–	–	0.02%	375
2019 Q4	$32K	Buy	+1,000	New	+$31.5K	0.02%	283

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

EPG Wealth Management's HEZU Position: Q2 2026 in Review

EPG Wealth Management held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2026 at 938 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #230.

EPG Wealth Management first reported a position in HEZU in Q4 2019 and has held it in 20 quarters since. 97 funds tracked by Wall St. Rank hold HEZU as of Q2 2026.

EPG Wealth Management held 938 shares of iShares Currency Hedged MSCI Eurozone ETF worth $47K as of Q2 2026.
EPG Wealth Management left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2026.
iShares Currency Hedged MSCI Eurozone ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #230 holding.
EPG Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2019 and has held it in 20 quarters since.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.