Evolution Wealth Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-90,305
| Closed | -$3.52M | – | 171 |
|
|
2025
Q1 | $3.52M | Sell |
90,305
-6,310
| -7% | -$246K | 0.59% | 32 |
|
|
2024
Q4 | $3.46M | Sell |
96,615
-109,035
| -53% | -$3.91M | 0.58% | 32 |
|
|
2024
Q3 | $7.56M | Buy |
205,650
+5,590
| +3% | +$205K | 1.36% | 15 |
|
|
2024
Q2 | $7.26M | Buy |
+200,060
| New | +$7.26M | 1.41% | 16 |
|
|
2021
Q3 | – | Sell |
-2,044
| Closed | -$74K | – | 676 |
|
|
2021
Q2 | $74K | Buy |
2,044
+1,455
| +247% | +$52.7K | 0.02% | 183 |
|
|
2021
Q1 | $20K | Sell |
589
-401,934
| -100% | -$13.6M | ﹤0.01% | 294 |
|
|
2020
Q4 | $12.6M | Buy |
402,523
+14,711
| +4% | +$459K | 2.83% | 9 |
|
|
2020
Q3 | $10.8M | Buy |
+387,812
| New | +$10.8M | 2.95% | 9 |
|
|
2019
Q1 | – | Sell |
-84,080
| Closed | -$2.19M | – | 120 |
|
|
2018
Q4 | $2.19M | Buy |
+84,080
| New | +$2.19M | 1% | 27 |
|