Kings Point Capital Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Kings Point Capital 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	$18K	Hold	530	–	–	﹤0.01%	495
2021 Q4	$20K	Hold	530	–	–	﹤0.01%	537
2021 Q3	$19K	Hold	530	–	–	﹤0.01%	496
2021 Q2	$19K	Hold	530	–	–	﹤0.01%	472
2021 Q1	$18K	Hold	530	–	–	﹤0.01%	464
2020 Q4	$17K	Hold	530	–	–	﹤0.01%	435
2020 Q3	$15K	Hold	530	–	–	﹤0.01%	438
2020 Q2	$15K	Hold	530	–	–	﹤0.01%	399
2020 Q1	$13K	Hold	530	–	–	﹤0.01%	422
2019 Q4	$17K	Hold	530	–	–	﹤0.01%	436
2019 Q3	$16K	Hold	530	–	–	﹤0.01%	425
2019 Q2	$16K	Hold	530	–	–	﹤0.01%	371
2019 Q1	$16K	Hold	530	–	–	﹤0.01%	324
2018 Q4	$14K	Hold	530	–	–	﹤0.01%	331
2018 Q3	$16K	Hold	530	–	–	﹤0.01%	331
2018 Q2	$16K	Hold	530	–	–	﹤0.01%	329
2018 Q1	$16K	Buy	530 +2	+0.4%	+$60	﹤0.01%	334
2017 Q4	$16K	Hold	528	–	–	﹤0.01%	333
2017 Q3	$16K	Buy	528 +8	+2%	+$234	﹤0.01%	318
2017 Q2	$15K	Hold	520	–	–	﹤0.01%	305
2017 Q1	$15K	Hold	520	–	–	﹤0.01%	317
2016 Q4	$14K	Hold	520	–	–	﹤0.01%	288
2016 Q3	$13K	Hold	520	–	–	﹤0.01%	283
2016 Q2	$13K	Hold	520	–	–	﹤0.01%	298
2016 Q1	$13K	Hold	520	–	–	﹤0.01%	303
2015 Q4	$13K	Hold	520	–	–	﹤0.01%	334
2015 Q3	$13K	Hold	520	–	–	﹤0.01%	343
2015 Q2	$14K	Buy	+520	New	+$15K	﹤0.01%	326

Other funds holding HEZU

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's HEZU Position: Q1 2022 in Review

Kings Point Capital Management held its iShares Currency Hedged MSCI Eurozone ETF (HEZU) position steady in Q1 2022 at 530 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Kings Point Capital Management first reported a position in HEZU in Q2 2015 and has held it in 28 quarters since. The position peaked at $20K in Q4 2021. 74 funds tracked by Wall St. Rank hold HEZU as of Q1 2022.

Kings Point Capital Management held 530 shares of iShares Currency Hedged MSCI Eurozone ETF worth $18K as of Q1 2022.
Kings Point Capital Management left its iShares Currency Hedged MSCI Eurozone ETF share count unchanged in Q1 2022.
iShares Currency Hedged MSCI Eurozone ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #495 holding.
Kings Point Capital Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2015 and has held it in 28 quarters since.
Kings Point Capital Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $20K in Q4 2021.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.