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Lavaca Capital’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Lavaca Capital’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 		– Sell
-6,329
Closed -$238K – 188
2021
Q4 		$238K Hold
6,329
– – 0.03% 153
2021
Q3 		$228K Buy
+6,329
New +$233K 0.02% 144

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RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
5L
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Ameriprise
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lavaca Capital's HEZU Position: Q1 2022 in Review

Lavaca Capital sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2022, closing a stake of 6,329 shares — an estimated $238K sold.

Lavaca Capital first reported a position in HEZU in Q3 2021 and held it in 2 quarters. The position peaked at $238K in Q4 2021. 74 funds tracked by Wall St. Rank hold HEZU as of Q1 2022.

  • Lavaca Capital reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2022 after selling out during the quarter.
  • Lavaca Capital sold 6,329 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2022, an estimated $238K.
  • Lavaca Capital first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2021 and held it in 2 quarters.
  • Lavaca Capital's iShares Currency Hedged MSCI Eurozone ETF position peaked at $238K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2022.

Based on Lavaca Capital's 13F filing for Q1 2022, filed 13 May 2022.