MWM
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MBE Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

MBE 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
2020
Q2 		– Sell
-7,739
Closed -$182K – 242
2020
Q1 		$182K Sell
7,739
-75
-1% -$2.19K 0.17% 42
2019
Q4 		$248K Buy
+7,814
New +$246K 0.25% 31

Other funds holding HEZU

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

MBE Wealth Management's HEZU Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2020, closing a stake of 7,739 shares — an estimated $182K sold.

MBE Wealth Management first reported a position in HEZU in Q4 2019 and held it in 2 quarters. The position peaked at $248K in Q4 2019. 74 funds tracked by Wall St. Rank hold HEZU as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 7,739 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2020, an estimated $182K.
  • MBE Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2019 and held it in 2 quarters.
  • MBE Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $248K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.