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Kerntke Otto McGlone Wealth Management Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q1 		– Sell
-472
Closed -$13K – 85
2022
Q4 		$13K Buy
+472
New +$14.6K 0.01% 92

Other funds holding HEZU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's HEZU Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2023, closing a stake of 472 shares — an estimated $13K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in HEZU in Q4 2022 and held it in 1 quarter. The position peaked at $13K in Q4 2022. 58 funds tracked by Wall St. Rank hold HEZU as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 472 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2023, an estimated $13K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $13K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.