Clear Harbor Asset Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Clear Harbor Asset 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
2020 Q4	–	Sell	-1,900	Closed	-$52.9K	–	486
2020 Q3	$52.9K	Buy	+1,900	New	+$54.1K	0.01%	389
2020 Q1	–	Sell	-1,900	Closed	-$60.4K	–	441
2019 Q4	$60.4K	Buy	+1,900	New	+$59.9K	0.01%	390
2018 Q3	–	Sell	-8,285	Closed	-$249K	–	269
2018 Q2	$249K	Hold	8,285	–	–	0.05%	206
2018 Q1	$243K	Hold	8,285	–	–	0.05%	198
2017 Q4	$247K	Hold	8,285	–	–	0.05%	203
2017 Q3	$249K	Hold	8,285	–	–	0.05%	205
2017 Q2	$244K	Hold	8,285	–	–	0.05%	216
2017 Q1	$238K	Buy	+8,285	New	+$226K	0.05%	213

Other funds holding HEZU

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clear Harbor Asset Management's HEZU Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2020, closing a stake of 1,900 shares — an estimated $52.9K sold.

Clear Harbor Asset Management first reported a position in HEZU in Q1 2017 and held it in 8 quarters. The position peaked at $249K in Q2 2018. 74 funds tracked by Wall St. Rank hold HEZU as of Q4 2020.

Clear Harbor Asset Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 1,900 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2020, an estimated $52.9K.
Clear Harbor Asset Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2017 and held it in 8 quarters.
Clear Harbor Asset Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $249K in Q2 2018.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.