Ep Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Currency Hedged Msci E stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 253,329 shares of HEZU stock, worth $10.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

253,329

Previous 253,823 0.19%

Holding current value

$10.4 Million

Previous $9.89 Million 5.09%

% of portfolio

0.07%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$34.68 - $41.63 $17,131 - $20,565	-494 Reduced 0.19%	253,329 $10.4 Million
Q1 2025 May 15, 2025	SELL	$35.85 - $40.72 $460,063 - $522,559	-12,833 Reduced 4.81%	253,823 $9.89 Million
Q4 2024 Feb 13, 2025	SELL	$35.18 - $36.95 $103,956 - $109,187	-2,955 Reduced 1.1%	266,656 $9.56 Million
Q3 2024 Nov 14, 2024	BUY	$33.46 - $37.07 $9.02 Million - $9.99 Million	269,611 New	269,611 $9.91 Million
Q1 2022 May 20, 2022	SELL	$30.63 - $38.44 $168,893 - $211,958	-5,514 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$35.85 - $38.94 $197,676 - $214,715	5,514 New	5,514 $208,000

Others Institutions Holding HEZU

# of Institutions

Shares Held

13M

Call Options Held

Put Options Held

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About ISHARES CURRENCY HEDGED MSCI E

Ticker HEZU
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Ep Wealth Advisors, LLC Ishares Currency Hedged Msci E Transaction History