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Ellevest Inc’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Ellevest Inc’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
-806
Closed -$29K – 1519
2021
Q3 		$29K Buy
+806
New +$29.6K ﹤0.01% 592

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

Ellevest Inc's HEZU Position: Q4 2021 in Review

Ellevest Inc sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2021, closing a stake of 806 shares — an estimated $29K sold.

Ellevest Inc first reported a position in HEZU in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 80 funds tracked by Wall St. Rank hold HEZU as of Q4 2021.

  • Ellevest Inc reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 806 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2021, an estimated $29K.
  • Ellevest Inc first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2021 and held it in 1 quarter.
  • Ellevest Inc's iShares Currency Hedged MSCI Eurozone ETF position peaked at $29K in Q3 2021.
  • 80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.