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Blue Trust Inc’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-18,964
Closed -$688K – 2675
2024
Q3 		$688K Hold
18,964
– – 0.01% 357
2024
Q2 		$697K Buy
+18,964
New +$696K 0.01% 282

Other funds holding HEZU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Blue Trust Inc's HEZU Position: Q4 2024 in Review

Blue Trust Inc sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2024, closing a stake of 18,964 shares — an estimated $688K sold.

Blue Trust Inc first reported a position in HEZU in Q2 2024 and held it in 2 quarters. The position peaked at $697K in Q2 2024. 78 funds tracked by Wall St. Rank hold HEZU as of Q4 2024.

  • Blue Trust Inc reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 18,964 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2024, an estimated $688K.
  • Blue Trust Inc first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2024 and held it in 2 quarters.
  • Blue Trust Inc's iShares Currency Hedged MSCI Eurozone ETF position peaked at $697K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.