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Avidian Wealth Enterprises’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Avidian Wealth Enterprises’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
2022
Q3 		– Sell
-10,352
Closed -$324K – 439
2022
Q2 		$324K Sell
10,352
-20,572
-67% -$684K 0.02% 335
2022
Q1 		$1.06M Sell
30,924
-226,496
-88% -$8.04M 0.06% 188
2021
Q4 		$9.69M Buy
257,420
+18,311
+8% +$686K 0.6% 35
2021
Q3 		$8.62M Buy
+239,109
New +$8.79M 0.66% 32

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NEGWA
New England Guild Wealth Advisors Avon, Connecticut $190M AUM 17.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avidian Wealth Enterprises's HEZU Position: Q3 2022 in Review

Avidian Wealth Enterprises sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2022, closing a stake of 10,352 shares — an estimated $324K sold.

Avidian Wealth Enterprises first reported a position in HEZU in Q3 2021 and held it in 4 quarters. The position peaked at $9.69M in Q4 2021. 61 funds tracked by Wall St. Rank hold HEZU as of Q3 2022.

  • Avidian Wealth Enterprises reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,352 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2022, an estimated $324K.
  • Avidian Wealth Enterprises first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2021 and held it in 4 quarters.
  • Avidian Wealth Enterprises's iShares Currency Hedged MSCI Eurozone ETF position peaked at $9.69M in Q4 2021.
  • 61 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2022, filed 3 Nov 2022.