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Coppell Advisory Solutions’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		– Sell
-6,246
Closed -$174K – 1796
2023
Q3 		$174K Buy
+6,246
New +$197K 0.06% 169
2023
Q1 		– Sell
-6,246
Closed -$174K – 585
2022
Q4 		$174K Buy
+6,246
New +$193K 0.06% 174

Other funds holding HEZU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's HEZU Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2023, closing a stake of 6,246 shares — an estimated $174K sold.

Coppell Advisory Solutions first reported a position in HEZU in Q4 2022 and held it in 2 quarters. The position peaked at $174K in Q3 2023. 57 funds tracked by Wall St. Rank hold HEZU as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,246 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2023, an estimated $174K.
  • Coppell Advisory Solutions first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's iShares Currency Hedged MSCI Eurozone ETF position peaked at $174K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.