Financial Advocates Investment Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Financial Advocates Investment 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
2023 Q2	–	Sell	-5,209	Closed	-$516K	–	731
2023 Q1	$516K	Buy	+5,209	New	+$160K	0.04%	422
2021 Q1	–	Sell	-5,155	Closed	-$445K	–	765
2020 Q4	$445K	Buy	+5,155	New	+$154K	0.03%	474

Other funds holding HEZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Financial Advocates Investment Management's HEZU Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2023, closing a stake of 5,209 shares — an estimated $516K sold.

Financial Advocates Investment Management first reported a position in HEZU in Q4 2020 and held it in 2 quarters. The position peaked at $516K in Q1 2023. 61 funds tracked by Wall St. Rank hold HEZU as of Q2 2023.

Financial Advocates Investment Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 5,209 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2023, an estimated $516K.
Financial Advocates Investment Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2020 and held it in 2 quarters.
Financial Advocates Investment Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $516K in Q1 2023.
61 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.