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

Cetera Investment Advisers’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
2024 Q4	–	Sell	-5,764	Closed	-$212K	–	3827
2024 Q3	$212K	Sell	5,764 -1,382	-19%	-$49.2K	﹤0.01%	3339
2024 Q2	$259K	Buy	+7,146	New	+$262K	﹤0.01%	3165
2018 Q4	–	Sell	-6,944	Closed	-$206K	–	478
2018 Q3	$206K	Sell	6,944 -1,066	-13%	-$31.8K	0.03%	455
2018 Q2	$242K	Buy	+8,010	New	+$245K	0.04%	355
2017 Q1	–	Sell	-9,579	Closed	-$257K	–	366
2016 Q4	$257K	Sell	9,579 -18,355	-66%	-$465K	0.09%	263
2016 Q3	$690K	Buy	27,934 +3,329	+14%	+$81K	0.3%	97
2016 Q2	$592K	Buy	24,605 +4,015	+19%	+$98.4K	0.23%	123
2016 Q1	$500K	Buy	+20,590	New	+$493K	0.22%	131

Other funds holding HEZU

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

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

RSWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Cetera Investment Advisers's HEZU Position: Q4 2024 in Review

Cetera Investment Advisers sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2024, closing a stake of 5,764 shares — an estimated $212K sold.

Cetera Investment Advisers first reported a position in HEZU in Q1 2016 and held it in 8 quarters. The position peaked at $690K in Q3 2016. 78 funds tracked by Wall St. Rank hold HEZU as of Q4 2024.

Cetera Investment Advisers reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2024 after selling out during the quarter.
Cetera Investment Advisers sold 5,764 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2024, an estimated $212K.
Cetera Investment Advisers first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2016 and held it in 8 quarters.
Cetera Investment Advisers's iShares Currency Hedged MSCI Eurozone ETF position peaked at $690K in Q3 2016.
78 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.