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

Choate Investment 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
-10,265
Closed -$286K – 291
2020
Q3 		$286K Hold
10,265
– – 0.02% 211
2020
Q2 		$289K Hold
10,265
– – 0.02% 201
2020
Q1 		$242K Buy
+10,265
New +$300K 0.02% 214

Other funds holding HEZU

PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Choate Investment Advisors's HEZU Position: Q4 2020 in Review

Choate Investment Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2020, closing a stake of 10,265 shares — an estimated $286K sold.

Choate Investment Advisors first reported a position in HEZU in Q1 2020 and held it in 3 quarters. The position peaked at $289K in Q2 2020. 74 funds tracked by Wall St. Rank hold HEZU as of Q4 2020.

  • Choate Investment Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
  • Choate Investment Advisors sold 10,265 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2020, an estimated $286K.
  • Choate Investment Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2020 and held it in 3 quarters.
  • Choate Investment Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $289K in Q2 2020.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2020.

Based on Choate Investment Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.