Cetera Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Cetera 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
2020 Q4	–	Sell	-62,799	Closed	-$1.75M	–	1049
2020 Q3	$1.75M	Buy	62,799 +3,122	+5%	+$88.9K	0.07%	271
2020 Q2	$1.68M	Sell	59,677 -11,208	-16%	-$292K	0.07%	256
2020 Q1	$1.67M	Buy	70,885 +2,061	+3%	+$60.3K	0.09%	225
2019 Q4	$2.19M	Buy	68,824 +5,785	+9%	+$182K	0.09%	217
2019 Q3	$1.95M	Buy	63,039 +4,611	+8%	+$138K	0.09%	225
2019 Q2	$1.79M	Buy	58,428 +5,237	+10%	+$158K	0.08%	235
2019 Q1	$1.56M	Buy	53,191 +7,089	+15%	+$200K	0.08%	250
2018 Q4	$1.19M	Buy	+46,102	New	+$1.27M	0.07%	279
2016 Q1	–	Sell	-8,821	Closed	-$228K	–	740
2015 Q4	$228K	Buy	+8,821	New	+$234K	0.02%	607

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

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

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

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

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

RSWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Cetera Advisors's HEZU Position: Q4 2020 in Review

Cetera Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2020, closing a stake of 62,799 shares — an estimated $1.75M sold.

Cetera Advisors first reported a position in HEZU in Q4 2015 and held it in 9 quarters. The position peaked at $2.19M in Q4 2019. 74 funds tracked by Wall St. Rank hold HEZU as of Q4 2020.

Cetera Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
Cetera Advisors sold 62,799 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2020, an estimated $1.75M.
Cetera Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2015 and held it in 9 quarters.
Cetera Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $2.19M in Q4 2019.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2020.

Based on Cetera Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.