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McGlone Suttner Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-153
Closed -$5.1K – 452
2023
Q4 		$5.1K Buy
+153
New +$4.83K ﹤0.01% 575

Other funds holding HEZU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

McGlone Suttner Wealth Management's HEZU Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2024, closing a stake of 153 shares — an estimated $5.1K sold.

McGlone Suttner Wealth Management first reported a position in HEZU in Q4 2023 and held it in 1 quarter. The position peaked at $5.1K in Q4 2023. 58 funds tracked by Wall St. Rank hold HEZU as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 153 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2024, an estimated $5.1K.
  • McGlone Suttner Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $5.1K in Q4 2023.
  • 58 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.