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Kelly Financial Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Kelly 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
2024
Q3 		– Sell
-212
Closed -$7.69K – 356
2024
Q2 		$7.69K Buy
+212
New +$7.78K ﹤0.01% 445

Other funds holding HEZU

PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 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
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
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Kelly Financial Services's HEZU Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2024, closing a stake of 212 shares — an estimated $7.69K sold.

Kelly Financial Services first reported a position in HEZU in Q2 2024 and held it in 1 quarter. The position peaked at $7.69K in Q2 2024. 80 funds tracked by Wall St. Rank hold HEZU as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 212 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2024, an estimated $7.69K.
  • Kelly Financial Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2024 and held it in 1 quarter.
  • Kelly Financial Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $7.69K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.