Lugano Financial Advisors SA (LFA)’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	–	Sell	-1,350	Closed	-$42K	–	110
2020 Q4	$42K	Hold	1,350	–	–	0.03%	91
2020 Q3	$38K	Hold	1,350	–	–	0.04%	93
2020 Q2	$38K	Hold	1,350	–	–	0.04%	97
2020 Q1	$42K	Hold	1,350	–	–	0.04%	108
2019 Q4	$43K	Buy	+1,350	New	+$42.6K	0.03%	113
2019 Q2	$1.37M	Hold	44,666	–	–	0.85%	18
2019 Q1	$1.31M	Sell	44,666 -1,500	-3%	-$42.2K	0.79%	18
2018 Q4	$1.37M	Hold	46,166	–	–	0.95%	19
2018 Q3	$1.37M	Buy	46,166 +1,350	+3%	+$40.3K	0.95%	19
2018 Q2	$1.34M	Buy	+44,816	New	+$1.37M	1.28%	21

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 $3.57B AUM 28.36% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA)'s HEZU Position: Q1 2021 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2021, closing a stake of 1,350 shares — an estimated $42K sold.

Lugano Financial Advisors SA (LFA) first reported a position in HEZU in Q2 2018 and held it in 10 quarters. The position peaked at $1.37M in Q2 2019. 69 funds tracked by Wall St. Rank hold HEZU as of Q1 2021.

Lugano Financial Advisors SA (LFA) reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2021 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 1,350 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2021, an estimated $42K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2018 and held it in 10 quarters.
Lugano Financial Advisors SA (LFA)'s iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.37M in Q2 2019.
69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2021.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2021, filed 27 Apr 2021.