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Ishares Tr cur hdg ms emu shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr cur hdg ms emu (HEZU) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Ishares Tr cur hdg ms emu

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cur hdg ms emu held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cur hdg ms emu by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.6M 267k 35.84
2024-09-30 $9.9M 270k 36.76
2021-12-31 $208k 5.5k 37.72

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View all positions for EP Wealth Advisors

Top funds holding Ishares Tr cur hdg ms emu

Jpmorgan Chase & Co
LPL Financial
HighTower Advisors
EP Wealth Advisors
Connecticut Wealth Management
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Robertson Stephens Wealth Management
Wells Fargo & Company
Banco Bilbao Vizcaya Argentaria
Madison Asset Management
Madison Investment Advisors
UBS Group
Goldman Sachs Group
Morgan Stanley

View all funds holding Ishares Tr cur hdg ms emu