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

Clearwater Capital 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
2022
Q4 		– Sell
-16,950
Closed -$489K – 166
2022
Q3 		$489K Sell
16,950
-114
-0.7% -$3.58K 0.07% 95
2022
Q2 		$535K Sell
17,064
-100
-0.6% -$3.32K 0.07% 91
2022
Q1 		$588K Sell
17,164
-521
-3% -$18.5K 0.07% 96
2021
Q4 		$666K Hold
17,685
– – 0.07% 96
2021
Q3 		$638K Sell
17,685
-352
-2% -$12.9K 0.07% 92
2021
Q2 		$657K Sell
18,037
-550
-3% -$19.6K 0.08% 93
2021
Q1 		$636K Sell
18,587
-623
-3% -$20.3K 0.08% 94
2020
Q4 		$599K Hold
19,210
– – 0.08% 93
2020
Q3 		$535K Hold
19,210
– – 0.08% 89
2020
Q2 		$541K Sell
19,210
-3,128
-14% -$81.5K 0.09% 90
2020
Q1 		$527K Sell
22,338
-3,964
-15% -$116K 0.11% 90
2019
Q4 		$836K Sell
26,302
-8,278
-24% -$261K 0.14% 106
2019
Q3 		$1.07M Sell
34,580
-9,371
-21% -$281K 0.19% 96
2019
Q2 		$1.35M Sell
43,951
-10,558
-19% -$319K 0.25% 93
2019
Q1 		$1.6M Sell
54,509
-22,295
-29% -$628K 0.3% 90
2018
Q4 		$1.99M Sell
76,804
-37,561
-33% -$1.04M 0.44% 72
2018
Q3 		$3.39M Buy
114,365
+2,353
+2% +$70.3K 0.66% 49
2018
Q2 		$3.37M Buy
112,012
+8,711
+8% +$266K 0.69% 49
2018
Q1 		$3.03M Buy
103,301
+15,249
+17% +$457K 0.63% 50
2017
Q4 		$2.63M Buy
88,052
+6,152
+8% +$187K 0.58% 53
2017
Q3 		$2.47M Buy
81,900
+19,722
+32% +$576K 0.58% 55
2017
Q2 		$1.81M Buy
62,178
+9,638
+18% +$286K 0.46% 63
2017
Q1 		$1.49M Buy
52,540
+7,527
+17% +$206K 0.41% 67
2016
Q4 		$1.21M Buy
45,013
+12,300
+38% +$312K 0.42% 67
2016
Q3 		$811K Buy
32,713
+4,199
+15% +$102K 0.28% 78
2016
Q2 		$645K Buy
+28,514
New +$699K 0.24% 85

Other funds holding HEZU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Clearwater Capital Advisors's HEZU Position: Q4 2022 in Review

Clearwater Capital Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2022, closing a stake of 16,950 shares — an estimated $489K sold.

Clearwater Capital Advisors first reported a position in HEZU in Q2 2016 and held it in 26 quarters. The position peaked at $3.39M in Q3 2018. 63 funds tracked by Wall St. Rank hold HEZU as of Q4 2022.

  • Clearwater Capital Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2022 after selling out during the quarter.
  • Clearwater Capital Advisors sold 16,950 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2022, an estimated $489K.
  • Clearwater Capital Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2016 and held it in 26 quarters.
  • Clearwater Capital Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $3.39M in Q3 2018.
  • 63 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2022.

Based on Clearwater Capital Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.