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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
-87,809
Closed -$2.44M – 164
2020
Q3 		$2.44M Buy
87,809
+6,169
+8% +$176K 0.14% 78
2020
Q2 		$2.3M Buy
+81,640
New +$2.13M 0.14% 77
2019
Q4 		$3.79M Buy
119,156
+92,597
+349% +$2.92M 0.3% 48
2019
Q3 		$821K Buy
+26,559
New +$797K 0.07% 107

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 $855M AUM 27.24% 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 $4.06B AUM 32.22% 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

CLA (CliftonLarsonAllen) Wealth Advisors's HEZU Position: Q4 2020 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2020, closing a stake of 87,809 shares — an estimated $2.44M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HEZU in Q3 2019 and held it in 4 quarters. The position peaked at $3.79M in Q4 2019. 74 funds tracked by Wall St. Rank hold HEZU as of Q4 2020.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 87,809 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2020, an estimated $2.44M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2019 and held it in 4 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $3.79M in Q4 2019.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2020.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.