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EMFO LLC’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

EMFO LLC’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
-500
Closed -$15.4K – 299
2023
Q3 		$15.4K Hold
500
– – 0.01% 215
2023
Q2 		$16.4K Hold
500
– – 0.01% 217
2023
Q1 		$15.8K Buy
+500
New +$15.4K 0.01% 224

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

EMFO LLC's HEZU Position: Q4 2023 in Review

EMFO LLC sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2023, closing a stake of 500 shares — an estimated $15.4K sold.

EMFO LLC first reported a position in HEZU in Q1 2023 and held it in 3 quarters. The position peaked at $16.4K in Q2 2023. 57 funds tracked by Wall St. Rank hold HEZU as of Q4 2023.

  • EMFO LLC reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2023 after selling out during the quarter.
  • EMFO LLC sold 500 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2023, an estimated $15.4K.
  • EMFO LLC first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2023 and held it in 3 quarters.
  • EMFO LLC's iShares Currency Hedged MSCI Eurozone ETF position peaked at $16.4K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2023.

Based on EMFO LLC's 13F filing for Q4 2023, filed 30 Jan 2024.