Migdal Insurance & Financial Holdings’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Migdal Insurance & Financial Holdings’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 Q3	–	Sell	-200	Closed	-$6K	–	554
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	552
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	566
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	617
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	620
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	552
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	647
2020 Q4	$6K	Hold	200	–	–	﹤0.01%	629
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	647
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	645
2020 Q1	$5K	Sell	200 -445	-69%	-$13K	﹤0.01%	621
2019 Q4	$21K	Hold	645	–	–	﹤0.01%	672
2019 Q3	$19K	Hold	645	–	–	﹤0.01%	652
2019 Q2	$20K	Hold	645	–	–	﹤0.01%	686
2019 Q1	$19K	Hold	645	–	–	﹤0.01%	647
2018 Q4	$17K	Hold	645	–	–	﹤0.01%	648
2018 Q3	$19K	Hold	645	–	–	﹤0.01%	747
2018 Q2	$19K	Hold	645	–	–	﹤0.01%	717
2018 Q1	$19K	Hold	645	–	–	﹤0.01%	545
2017 Q4	$19K	Sell	645 -1,252	-66%	-$38K	﹤0.01%	483
2017 Q3	$57K	Hold	1,897	–	–	﹤0.01%	417
2017 Q2	$56K	Sell	1,897 -628	-25%	-$18.6K	﹤0.01%	385
2017 Q1	$72K	Sell	2,525 -1,454	-37%	-$39.7K	﹤0.01%	379
2016 Q4	$107K	Buy	+3,979	New	+$101K	﹤0.01%	308

Other funds holding HEZU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Migdal Insurance & Financial Holdings's HEZU Position: Q3 2022 in Review

Migdal Insurance & Financial Holdings sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2022, closing a stake of 200 shares — an estimated $6K sold.

Migdal Insurance & Financial Holdings first reported a position in HEZU in Q4 2016 and held it in 23 quarters. The position peaked at $107K in Q4 2016. 61 funds tracked by Wall St. Rank hold HEZU as of Q3 2022.

Migdal Insurance & Financial Holdings reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 200 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2022, an estimated $6K.
Migdal Insurance & Financial Holdings first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2016 and held it in 23 quarters.
Migdal Insurance & Financial Holdings's iShares Currency Hedged MSCI Eurozone ETF position peaked at $107K in Q4 2016.
61 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2022, filed 31 Oct 2022.