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Hubbell Strickland Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Hubbell Strickland Wealth 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
2022
Q1 		– Sell
-5,689
Closed -$214K – 63
2021
Q4 		$214K Buy
5,689
+13
+0.2% +$487 0.12% 65
2021
Q3 		$205K Buy
5,676
+11
+0.2% +$405 0.12% 66
2021
Q2 		$206K Buy
+5,665
New +$202K 0.12% 67

Other funds holding HEZU

PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hubbell Strickland Wealth Management's HEZU Position: Q1 2022 in Review

Hubbell Strickland Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2022, closing a stake of 5,689 shares — an estimated $214K sold.

Hubbell Strickland Wealth Management first reported a position in HEZU in Q2 2021 and held it in 3 quarters. The position peaked at $214K in Q4 2021. 74 funds tracked by Wall St. Rank hold HEZU as of Q1 2022.

  • Hubbell Strickland Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2022 after selling out during the quarter.
  • Hubbell Strickland Wealth Management sold 5,689 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2022, an estimated $214K.
  • Hubbell Strickland Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2021 and held it in 3 quarters.
  • Hubbell Strickland Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $214K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2022.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.