Carroll Financial Associates’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Carroll Financial Associates’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 Q4	$13K	Hold	345	–	–	﹤0.01%	1090
2021 Q3	$12K	Hold	345	–	–	﹤0.01%	1141
2021 Q2	$12K	Hold	345	–	–	﹤0.01%	1234
2021 Q1	$11K	Hold	345	–	–	﹤0.01%	1184
2020 Q4	$10K	Hold	345	–	–	﹤0.01%	1106
2020 Q3	$9K	Hold	345	–	–	﹤0.01%	1062
2020 Q2	$9K	Hold	345	–	–	﹤0.01%	1055
2020 Q1	$8K	Hold	345	–	–	﹤0.01%	995
2019 Q4	$10K	Hold	345	–	–	﹤0.01%	1057
2019 Q3	$10K	Hold	345	–	–	﹤0.01%	1002
2019 Q2	$10K	Hold	345	–	–	﹤0.01%	1014
2019 Q1	$10K	Hold	345	–	–	﹤0.01%	943
2018 Q4	$9K	Buy	+345	New	+$9.54K	﹤0.01%	885

Other funds holding HEZU

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

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 $4.06B AUM 32.22% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

NEGWA

New England Guild Wealth Advisors Avon, Connecticut $190M AUM 17.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carroll Financial Associates's HEZU Position: Q4 2021 in Review

Carroll Financial Associates held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q4 2021 at 345 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Carroll Financial Associates first reported a position in HEZU in Q4 2018 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold HEZU as of Q4 2021.

Carroll Financial Associates held 345 shares of iShares Currency Hedged MSCI Eurozone ETF worth $13K as of Q4 2021.
Carroll Financial Associates left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q4 2021.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1090 holding.
Carroll Financial Associates first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and has held it in 13 quarters since.
80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.