Commonwealth Equity Services
HEZU icon

Commonwealth Equity Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Commonwealth Equity Services’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
2021
Q4 		– Sell
-5,615
Closed -$202K – 3687
2021
Q3 		$202K Sell
5,615
-839
-13% -$30.9K ﹤0.01% 3266
2021
Q2 		$235K Sell
6,454
-65
-1% -$2.32K ﹤0.01% 3130
2021
Q1 		$223K Sell
6,519
-957
-13% -$31.2K ﹤0.01% 3042
2020
Q4 		$233K Sell
7,476
-94,965
-93% -$2.84M ﹤0.01% 2792
2020
Q3 		$2.85M Buy
102,441
+37,413
+58% +$1.06M 0.01% 916
2020
Q2 		$1.83M Sell
65,028
-83,547
-56% -$2.18M 0.01% 1079
2020
Q1 		$3.51M Buy
148,575
+139,812
+1,595% +$4.09M 0.02% 657
2019
Q4 		$278K Buy
8,763
+457
+6% +$14.4K ﹤0.01% 2379
2019
Q3 		$256K Buy
8,306
+963
+13% +$28.9K ﹤0.01% 2370
2019
Q2 		$225K Sell
7,343
-6
-0.1% -$181 ﹤0.01% 2429
2019
Q1 		$215K Buy
+7,349
New +$207K ﹤0.01% 2410
2018
Q1 		– Sell
-7,958
Closed -$237K – 2754
2017
Q4 		$237K Sell
7,958
-716
-8% -$21.7K ﹤0.01% 2239
2017
Q3 		$261K Sell
8,674
-326
-4% -$9.52K ﹤0.01% 2078
2017
Q2 		$264K Sell
9,000
-1,921
-18% -$57K ﹤0.01% 2011
2017
Q1 		$313K Sell
10,921
-2,844
-21% -$77.7K ﹤0.01% 1815
2016
Q4 		$366K Sell
13,765
-946
-6% -$24K ﹤0.01% 1624
2016
Q3 		$365K Sell
14,711
-1,984
-12% -$48.3K ﹤0.01% 1578
2016
Q2 		$402K Sell
16,695
-81,920
-83% -$2.01M ﹤0.01% 1489
2016
Q1 		$2.4M Buy
+98,615
New +$2.36M 0.02% 564

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NEGWA
New England Guild Wealth Advisors Avon, Connecticut $190M AUM 17.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services's HEZU Position: Q4 2021 in Review

Commonwealth Equity Services sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2021, closing a stake of 5,615 shares — an estimated $202K sold.

Commonwealth Equity Services first reported a position in HEZU in Q1 2016 and held it in 19 quarters. The position peaked at $3.51M in Q1 2020. 80 funds tracked by Wall St. Rank hold HEZU as of Q4 2021.

  • Commonwealth Equity Services reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,615 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2021, an estimated $202K.
  • Commonwealth Equity Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2016 and held it in 19 quarters.
  • Commonwealth Equity Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $3.51M in Q1 2020.
  • 80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2021.

Based on Commonwealth Equity Services's 13F filing for Q4 2021, filed 31 Jan 2022.