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Delphia (USA)’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Delphia (USA)’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
Q3 		– Sell
-6,821
Closed -$223K – 78
2023
Q2 		$223K Sell
6,821
-254
-4% -$8.13K 0.35% 132
2023
Q1 		$223K Buy
+7,075
New +$218K 0.27% 174

Other funds holding HEZU

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Delphia (USA)'s HEZU Position: Q3 2023 in Review

Delphia (USA) sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2023, closing a stake of 6,821 shares — an estimated $223K sold.

Delphia (USA) first reported a position in HEZU in Q1 2023 and held it in 2 quarters. The position peaked at $223K in Q1 2023. 57 funds tracked by Wall St. Rank hold HEZU as of Q3 2023.

  • Delphia (USA) reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
  • Delphia (USA) sold 6,821 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2023, an estimated $223K.
  • Delphia (USA) first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2023 and held it in 2 quarters.
  • Delphia (USA)'s iShares Currency Hedged MSCI Eurozone ETF position peaked at $223K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.