MPW
HEZU icon

MA Private Wealth’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

MA Private Wealth’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
Q2 		– Sell
-36,617
Closed -$1.25M – 68
2022
Q1 		$1.25M Hold
36,617
– – 0.23% 40
2021
Q4 		$1.38M Buy
36,617
+183
+0.5% +$6.86K 0.25% 40
2021
Q3 		$1.31M Sell
36,434
-192
-0.5% -$7.06K 0.26% 40
2021
Q2 		$1.33M Hold
36,626
– – 0.27% 44
2021
Q1 		$1.25M Sell
36,626
-271
-0.7% -$8.84K 0.26% 44
2020
Q4 		$1.15M Sell
36,897
-5,032
-12% -$150K 0.26% 41
2020
Q3 		$1.17M Buy
41,929
+52
+0.1% +$1.48K 0.28% 42
2020
Q2 		$1.18M Sell
41,877
-1,524
-4% -$39.7K 0.29% 42
2020
Q1 		$1.02M Buy
+43,401
New +$1.27M 0.3% 39
2019
Q4 		– Sell
-47,178
Closed -$1.46M – 82
2019
Q3 		$1.46M Sell
47,178
-7,384
-14% -$222K 0.41% 33
2019
Q2 		$1.68M Sell
54,562
-18,182
-25% -$549K 0.49% 31
2019
Q1 		$2.14M Sell
72,744
-60,133
-45% -$1.69M 0.68% 31
2018
Q4 		$3.45M Buy
+132,877
New +$3.67M 1.31% 22

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
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MA Private Wealth's HEZU Position: Q2 2022 in Review

MA Private Wealth sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2022, closing a stake of 36,617 shares — an estimated $1.25M sold.

MA Private Wealth first reported a position in HEZU in Q4 2018 and held it in 13 quarters. The position peaked at $3.45M in Q4 2018. 68 funds tracked by Wall St. Rank hold HEZU as of Q2 2022.

  • MA Private Wealth reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2022 after selling out during the quarter.
  • MA Private Wealth sold 36,617 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2022, an estimated $1.25M.
  • MA Private Wealth first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and held it in 13 quarters.
  • MA Private Wealth's iShares Currency Hedged MSCI Eurozone ETF position peaked at $3.45M in Q4 2018.
  • 68 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2022.

Based on MA Private Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.