LWM
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Liberty Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-694
Closed -$25K – 564
2021
Q3 		$25K Hold
694
– – 0.01% 590
2021
Q2 		$26K Hold
694
– – 0.01% 452
2021
Q1 		$21K Hold
694
– – 0.01% 447
2020
Q4 		$21K Sell
694
-427
-38% -$12.8K 0.01% 444
2020
Q3 		$31K Buy
1,121
+427
+62% +$12.2K 0.02% 322
2020
Q2 		$20K Hold
694
– – 0.01% 380
2020
Q1 		$16K Hold
694
– – 0.01% 389
2019
Q4 		$22K Hold
694
– – 0.02% 402
2019
Q3 		$21K Buy
+694
New +$20.8K 0.02% 391

Other funds holding HEZU

PC
Permanens Capital New York $776M AUM 30.08% 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
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NEGWA
New England Guild Wealth Advisors Avon, Connecticut $190M AUM 17.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liberty Wealth Management's HEZU Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2021, closing a stake of 694 shares — an estimated $25K sold.

Liberty Wealth Management first reported a position in HEZU in Q3 2019 and held it in 9 quarters. The position peaked at $31K in Q3 2020. 80 funds tracked by Wall St. Rank hold HEZU as of Q4 2021.

  • Liberty Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 694 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2021, an estimated $25K.
  • Liberty Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2019 and held it in 9 quarters.
  • Liberty Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $31K in Q3 2020.
  • 80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.