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

Keebeck 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
2024
Q4 		– Sell
-6,150
Closed -$226K – 285
2024
Q3 		$226K Buy
+6,150
New +$219K 0.03% 237

Other funds holding HEZU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Keebeck Wealth Management's HEZU Position: Q4 2024 in Review

Keebeck Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2024, closing a stake of 6,150 shares — an estimated $226K sold.

Keebeck Wealth Management first reported a position in HEZU in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 78 funds tracked by Wall St. Rank hold HEZU as of Q4 2024.

  • Keebeck Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 6,150 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2024, an estimated $226K.
  • Keebeck Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2024 and held it in 1 quarter.
  • Keebeck Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $226K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2024.

Based on Keebeck Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.