EIA
HEZU icon

Edgemoor Investment Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Edgemoor Investment 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
Q3 		– Sell
-9,000
Closed -$282K – 148
2022
Q2 		$282K Hold
9,000
– – 0.04% 128
2022
Q1 		$308K Hold
9,000
– – 0.03% 134
2021
Q4 		$339K Buy
+9,000
New +$337K 0.03% 116

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Edgemoor Investment Advisors's HEZU Position: Q3 2022 in Review

Edgemoor Investment Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2022, closing a stake of 9,000 shares — an estimated $282K sold.

Edgemoor Investment Advisors first reported a position in HEZU in Q4 2021 and held it in 3 quarters. The position peaked at $339K in Q4 2021. 61 funds tracked by Wall St. Rank hold HEZU as of Q3 2022.

  • Edgemoor Investment Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2022 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 9,000 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2022, an estimated $282K.
  • Edgemoor Investment Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2021 and held it in 3 quarters.
  • Edgemoor Investment Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $339K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2022.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.