Cambridge Investment Research Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Cambridge Investment Research 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
2023 Q4	–	Sell	-19,800	Closed	-$609K	–	3238
2023 Q3	$609K	Buy	19,800 +4,034	+26%	+$127K	﹤0.01%	1927
2023 Q2	$516K	Buy	+15,766	New	+$505K	﹤0.01%	2113
2022 Q3	–	Sell	-9,074	Closed	-$284K	–	3107
2022 Q2	$284K	Sell	9,074 -69,794	-88%	-$2.32M	﹤0.01%	2429
2022 Q1	$2.7M	Buy	78,868 +71,192	+927%	+$2.53M	0.01%	976
2021 Q4	$289K	Buy	+7,676	New	+$288K	﹤0.01%	2558
2018 Q4	–	Sell	-17,845	Closed	-$529K	–	2208
2018 Q3	$529K	Buy	+17,845	New	+$533K	0.01%	1410
2015 Q4	–	Sell	-8,665	Closed	-$215K	–	1597
2015 Q3	$215K	Buy	+8,665	New	+$233K	0.01%	1217

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors's HEZU Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2023, closing a stake of 19,800 shares — an estimated $609K sold.

Cambridge Investment Research Advisors first reported a position in HEZU in Q3 2015 and held it in 7 quarters. The position peaked at $2.7M in Q1 2022. 57 funds tracked by Wall St. Rank hold HEZU as of Q4 2023.

Cambridge Investment Research Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 19,800 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2023, an estimated $609K.
Cambridge Investment Research Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2015 and held it in 7 quarters.
Cambridge Investment Research Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $2.7M in Q1 2022.
57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.