Certified Advisory Corp’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Certified Advisory Corp’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
2020 Q2	$2K	Hold	63	–	–	﹤0.01%	696
2020 Q1	$1K	Hold	63	–	–	﹤0.01%	733
2019 Q4	$2K	Buy	+63	New	+$1.99K	﹤0.01%	730
2018 Q3	–	Sell	-387	Closed	-$12K	–	783
2018 Q2	$12K	Buy	+387	New	+$11.8K	0.01%	517

Other funds holding HEZU

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Certified Advisory Corp's HEZU Position: Q2 2020 in Review

Certified Advisory Corp held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q2 2020 at 63 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Certified Advisory Corp first reported a position in HEZU in Q2 2018 and has held it in 4 quarters since. The position peaked at $12K in Q2 2018. 74 funds tracked by Wall St. Rank hold HEZU as of Q2 2020.

Certified Advisory Corp held 63 shares of iShares Currency Hedged MSCI Eurozone ETF worth $2K as of Q2 2020.
Certified Advisory Corp left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q2 2020.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #696 holding.
Certified Advisory Corp first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2018 and has held it in 4 quarters since.
Certified Advisory Corp's iShares Currency Hedged MSCI Eurozone ETF position peaked at $12K in Q2 2018.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.