Bank Julius Baer & Co
HEZU icon

Bank Julius Baer & Co’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-28,435
Closed -$1.07M – 674
2021
Q4 		$1.07M Buy
28,435
+2,300
+9% +$86.2K 0.01% 342
2021
Q3 		$942K Sell
26,135
-2,652
-9% -$97.5K 0.01% 338
2021
Q2 		$1.05M Buy
28,787
+5,839
+25% +$208K 0.01% 341
2021
Q1 		$786K Sell
22,948
-4,946
-18% -$161K 0.01% 371
2020
Q4 		$870K Buy
27,894
+2,881
+12% +$86.1K 0.01% 374
2020
Q3 		$697K Buy
25,013
+696
+3% +$19.8K 0.01% 338
2020
Q2 		$684K Sell
24,317
-2,389
-9% -$62.2K 0.01% 318
2020
Q1 		$630K Buy
+26,706
New +$781K 0.01% 289

Other funds holding HEZU

PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Julius Baer & Co's HEZU Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2022, closing a stake of 28,435 shares — an estimated $1.07M sold.

Bank Julius Baer & Co first reported a position in HEZU in Q1 2020 and held it in 8 quarters. The position peaked at $1.07M in Q4 2021. 74 funds tracked by Wall St. Rank hold HEZU as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 28,435 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2022, an estimated $1.07M.
  • Bank Julius Baer & Co first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2020 and held it in 8 quarters.
  • Bank Julius Baer & Co's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.07M in Q4 2021.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.