Lazard Asset Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Lazard Asset 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
2023 Q1	–	Sell	-71,319	Closed	-$1.98M	–	2407
2022 Q4	$1.98M	Sell	71,319 -214	-0.3%	-$6.6K	﹤0.01%	906
2022 Q3	$2.06M	Sell	71,533 -379	-0.5%	-$11.9K	﹤0.01%	879
2022 Q2	$2.25M	Buy	+71,912	New	+$2.39M	﹤0.01%	879
2016 Q1	–	Sell	-383,575	Closed	-$9.9M	–	1071
2015 Q4	$9.9M	Buy	383,575 +243,005	+173%	+$6.45M	0.02%	391
2015 Q3	$3.49M	Buy	+140,570	New	+$3.78M	0.01%	535

Other funds holding HEZU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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 Chicago, Illinois $94.2B AUM 21.24% 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

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

Lazard Asset Management's HEZU Position: Q1 2023 in Review

Lazard Asset Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2023, closing a stake of 71,319 shares — an estimated $1.98M sold.

Lazard Asset Management first reported a position in HEZU in Q3 2015 and held it in 5 quarters. The position peaked at $9.9M in Q4 2015. 58 funds tracked by Wall St. Rank hold HEZU as of Q1 2023.

Lazard Asset Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2023 after selling out during the quarter.
Lazard Asset Management sold 71,319 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2023, an estimated $1.98M.
Lazard Asset Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2015 and held it in 5 quarters.
Lazard Asset Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $9.9M in Q4 2015.
58 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2023.

Based on Lazard Asset Management's 13F filing for Q1 2023, filed 15 May 2023.