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

Bellwether 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
2022
Q4 		– Sell
-40
Closed -$1K – 496
2022
Q3 		$1K Hold
40
– – ﹤0.01% 430
2022
Q2 		$1K Hold
40
– – ﹤0.01% 359
2022
Q1 		$1K Hold
40
– – ﹤0.01% 504
2021
Q4 		$1K Hold
40
– – ﹤0.01% 533
2021
Q3 		$1K Hold
40
– – ﹤0.01% 507
2021
Q2 		$1K Sell
40
-72
-64% -$2.57K ﹤0.01% 403
2021
Q1 		$3K Sell
112
-79
-41% -$2.58K ﹤0.01% 327
2020
Q4 		$5K Buy
+191
New +$5.71K ﹤0.01% 266

Other funds holding HEZU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bellwether Advisors's HEZU Position: Q4 2022 in Review

Bellwether Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

Bellwether Advisors first reported a position in HEZU in Q4 2020 and held it in 8 quarters. The position peaked at $5K in Q4 2020. 63 funds tracked by Wall St. Rank hold HEZU as of Q4 2022.

  • Bellwether Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 40 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2022, an estimated $1K.
  • Bellwether Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2020 and held it in 8 quarters.
  • Bellwether Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $5K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.