BigSur Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

BigSur Wealth Management’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
2021 Q2	–	Sell	-1,700	Closed	-$58K	–	130
2021 Q1	$58K	Buy	+1,700	New	+$55.5K	0.03%	126
2020 Q3	–	Sell	-1,700	Closed	-$48K	–	106
2020 Q2	$48K	Hold	1,700	–	–	0.03%	98
2020 Q1	$40K	Hold	1,700	–	–	0.03%	103
2019 Q4	$54K	Buy	+1,700	New	+$53.6K	0.03%	115
2017 Q4	–	Sell	-39,000	Closed	-$1.17M	–	97
2017 Q3	$1.17M	Hold	39,000	–	–	1.18%	14
2017 Q2	$1.15M	Buy	39,000 +14,100	+57%	+$418K	1.16%	15
2017 Q1	$753K	Buy	+24,900	New	+$681K	0.81%	28

Other funds holding HEZU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

BigSur Wealth Management's HEZU Position: Q2 2021 in Review

BigSur Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2021, closing a stake of 1,700 shares — an estimated $58K sold.

BigSur Wealth Management first reported a position in HEZU in Q1 2017 and held it in 7 quarters. The position peaked at $1.17M in Q3 2017. 73 funds tracked by Wall St. Rank hold HEZU as of Q2 2021.

BigSur Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2021 after selling out during the quarter.
BigSur Wealth Management sold 1,700 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2021, an estimated $58K.
BigSur Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2017 and held it in 7 quarters.
BigSur Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.17M in Q3 2017.
73 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2021.

Based on BigSur Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.