Alera Investment Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Alera Investment 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
2024 Q3	$283K	Buy	+7,704	New	+$274K	0.03%	212

Other funds holding HEZU

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Alera Investment Advisors's HEZU Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2024: 7,704 shares worth $283K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings.

80 funds tracked by Wall St. Rank hold HEZU as of Q3 2024.

Alera Investment Advisors held 7,704 shares of iShares Currency Hedged MSCI Eurozone ETF worth $283K as of Q3 2024.
iShares Currency Hedged MSCI Eurozone ETF was a new Alera Investment Advisors position in Q3 2024.
iShares Currency Hedged MSCI Eurozone ETF made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #212 holding.
80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.