Orion Capital Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Orion Capital 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
2025 Q4	–	Sell	-27	Closed	-$1.14K	–	526
2025 Q3	$1.14K	Buy	+27	New	+$1.1K	﹤0.01%	506

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

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

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 $1.01B AUM 28.81% 1-Year Est. Return

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

Orion Capital Management's HEZU Position: Q4 2025 in Review

Orion Capital Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2025, closing a stake of 27 shares — an estimated $1.14K sold.

Orion Capital Management first reported a position in HEZU in Q3 2025 and held it in 1 quarter. The position peaked at $1.14K in Q3 2025. 94 funds tracked by Wall St. Rank hold HEZU as of Q4 2025.

Orion Capital Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2025 after selling out during the quarter.
Orion Capital Management sold 27 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2025, an estimated $1.14K.
Orion Capital Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2025 and held it in 1 quarter.
Orion Capital Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.14K in Q3 2025.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2025.

Based on Orion Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.