Harel Insurance Investments & Financial Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Harel Insurance Investments & Financial Services’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
2021 Q1	–	Sell	-1,690	Closed	-$52K	–	792
2020 Q4	$52K	Buy	+1,690	New	+$50.5K	﹤0.01%	599
2019 Q3	–	Sell	-1,690	Closed	-$52K	–	525
2019 Q2	$52K	Hold	1,690	–	–	﹤0.01%	301
2019 Q1	$50K	Hold	1,690	–	–	﹤0.01%	272
2018 Q4	$44K	Hold	1,690	–	–	﹤0.01%	309
2018 Q3	$50K	Hold	1,690	–	–	﹤0.01%	337
2018 Q2	$51K	Sell	1,690 -4,323	-72%	-$132K	﹤0.01%	300
2018 Q1	$176K	Sell	6,013 -8,300	-58%	-$249K	0.01%	218
2017 Q4	$427K	Buy	+14,313	New	+$435K	0.03%	145
2016 Q1	–	Sell	-25,800	Closed	-$618K	–	102
2015 Q4	$666K	Buy	+25,800	New	+$685K	0.08%	61

Other funds holding HEZU

Permanens Capital New York $776M AUM 30.08% 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

RSWM

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's HEZU Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2021, closing a stake of 1,690 shares — an estimated $52K sold.

Harel Insurance Investments & Financial Services first reported a position in HEZU in Q4 2015 and held it in 9 quarters. The position peaked at $666K in Q4 2015. 69 funds tracked by Wall St. Rank hold HEZU as of Q1 2021.

Harel Insurance Investments & Financial Services reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,690 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2021, an estimated $52K.
Harel Insurance Investments & Financial Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2015 and held it in 9 quarters.
Harel Insurance Investments & Financial Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $666K in Q4 2015.
69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.