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Elmwood Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Elmwood Wealth Management’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
2019
Q4 		– Sell
-199
Closed -$6K – 154
2019
Q3 		$6K Hold
199
– – 0.01% 200
2019
Q2 		$6K Hold
199
– – 0.01% 219
2019
Q1 		$6K Hold
199
– – 0.01% 209
2018
Q4 		$5K Buy
+199
New +$5.5K ﹤0.01% 224

Other funds holding HEZU

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Elmwood Wealth Management's HEZU Position: Q4 2019 in Review

Elmwood Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2019, closing a stake of 199 shares — an estimated $6K sold.

Elmwood Wealth Management first reported a position in HEZU in Q4 2018 and held it in 4 quarters. The position peaked at $6K in Q3 2019. 92 funds tracked by Wall St. Rank hold HEZU as of Q4 2019.

  • Elmwood Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 199 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2019, an estimated $6K.
  • Elmwood Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $6K in Q3 2019.
  • 92 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.