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

GeoWealth 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
2020
Q1 		– Sell
-6,768
Closed -$215K – 102
2019
Q4 		$215K Sell
6,768
-2,526
-27% -$79.7K 0.12% 91
2019
Q3 		$287K Buy
9,294
+2,326
+33% +$69.8K 0.06% 156
2019
Q2 		$214K Buy
+6,968
New +$210K 0.56% 41

Other funds holding HEZU

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

GeoWealth Management's HEZU Position: Q1 2020 in Review

GeoWealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2020, closing a stake of 6,768 shares — an estimated $215K sold.

GeoWealth Management first reported a position in HEZU in Q2 2019 and held it in 3 quarters. The position peaked at $287K in Q3 2019. 87 funds tracked by Wall St. Rank hold HEZU as of Q1 2020.

  • GeoWealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2020 after selling out during the quarter.
  • GeoWealth Management sold 6,768 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2020, an estimated $215K.
  • GeoWealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2019 and held it in 3 quarters.
  • GeoWealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $287K in Q3 2019.
  • 87 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2020.

Based on GeoWealth Management's 13F filing for Q1 2020, filed 13 May 2020.