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

Certus 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
2023
Q3 		– Sell
-24,833
Closed -$812K – 58
2023
Q2 		$812K Buy
+24,833
New +$795K 0.81% 32

Other funds holding HEZU

PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Certus Wealth Management's HEZU Position: Q3 2023 in Review

Certus Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2023, closing a stake of 24,833 shares — an estimated $812K sold.

Certus Wealth Management first reported a position in HEZU in Q2 2023 and held it in 1 quarter. The position peaked at $812K in Q2 2023. 57 funds tracked by Wall St. Rank hold HEZU as of Q3 2023.

  • Certus Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
  • Certus Wealth Management sold 24,833 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2023, an estimated $812K.
  • Certus Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2023 and held it in 1 quarter.
  • Certus Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $812K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2023.

Based on Certus Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.