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JP Morgan Private Wealth Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		– Sell
-6,921
Closed -$226K – 1741
2023
Q2 		$226K Sell
6,921
-18,704
-73% -$599K ﹤0.01% 1345
2023
Q1 		$808K Sell
25,625
-3
-0% -$92 ﹤0.01% 1269
2022
Q4 		$712K Buy
25,628
+1,976
+8% +$61K ﹤0.01% 1310
2022
Q3 		$682K Sell
23,652
-89,903
-79% -$2.83M ﹤0.01% 1327
2022
Q2 		$3.56M Sell
113,555
-42,828
-27% -$1.42M 0.01% 667
2022
Q1 		$5.35M Buy
156,383
+133,463
+582% +$4.74M 0.01% 597
2021
Q4 		$863K Sell
22,920
-1,103
-5% -$41.3K ﹤0.01% 1320
2021
Q3 		$866K Sell
24,023
-1,728
-7% -$63.5K ﹤0.01% 1284
2021
Q2 		$938K Sell
25,751
-2,305
-8% -$82.2K ﹤0.01% 1226
2021
Q1 		$961K Sell
28,056
-2,173
-7% -$70.9K ﹤0.01% 1059
2020
Q4 		$943K Sell
30,229
-1,830
-6% -$54.7K ﹤0.01% 1024
2020
Q3 		$893K Sell
32,059
-2,313
-7% -$65.8K ﹤0.01% 928
2020
Q2 		$967K Sell
34,372
-11,083
-24% -$289K ﹤0.01% 820
2020
Q1 		$1.07M Hold
45,455
– – 0.01% 691
2019
Q4 		$1.45M Sell
45,455
-214
-0.5% -$6.75K 0.01% 680
2019
Q3 		$1.41M Sell
45,669
-3,594
-7% -$108K 0.01% 660
2019
Q2 		$1.51M Sell
49,263
-169
-0.3% -$5.1K 0.01% 645
2019
Q1 		$1.45M Buy
49,432
+531
+1% +$14.9K 0.01% 685
2018
Q4 		$1.27M Sell
48,901
-142
-0.3% -$3.92K 0.01% 683
2018
Q3 		$1.46M Buy
+49,043
New +$1.46M 0.01% 698
2017
Q2 		– Sell
-10,275
Closed -$295K – 1275
2017
Q1 		$295K Buy
+10,275
New +$281K ﹤0.01% 1075
2016
Q2 		– Sell
-11,679
Closed -$284K – 1282
2016
Q1 		$284K Sell
11,679
-96,551
-89% -$2.31M ﹤0.01% 971
2015
Q4 		$2.79M Buy
+108,230
New +$2.87M 0.03% 313

Other funds holding HEZU

PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HEZU Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2023, closing a stake of 6,921 shares — an estimated $226K sold.

JP Morgan Private Wealth Advisors first reported a position in HEZU in Q4 2015 and held it in 23 quarters. The position peaked at $5.35M in Q1 2022. 57 funds tracked by Wall St. Rank hold HEZU as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,921 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2023, an estimated $226K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2015 and held it in 23 quarters.
  • JP Morgan Private Wealth Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $5.35M in Q1 2022.
  • 57 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.