Mill Creek Capital Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Mill Creek Capital Advisors’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 Q4	–	Sell	-6,469	Closed	-$238K	–	267
2024 Q3	$238K	Hold	6,469	–	–	0.01%	222
2024 Q2	$235K	Hold	6,469	–	–	0.01%	232
2024 Q1	$238K	Sell	6,469 -1,130	-15%	-$39K	0.01%	216
2023 Q4	$253K	Hold	7,599	–	–	0.01%	207
2023 Q3	$234K	Hold	7,599	–	–	0.01%	201
2023 Q2	$249K	Hold	7,599	–	–	0.01%	208
2023 Q1	$240K	Hold	7,599	–	–	0.01%	212
2022 Q4	$211K	Buy	+7,599	New	+$234K	0.01%	211

Other funds holding HEZU

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Mill Creek Capital Advisors's HEZU Position: Q4 2024 in Review

Mill Creek Capital Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2024, closing a stake of 6,469 shares — an estimated $238K sold.

Mill Creek Capital Advisors first reported a position in HEZU in Q4 2022 and held it in 8 quarters. The position peaked at $253K in Q4 2023. 78 funds tracked by Wall St. Rank hold HEZU as of Q4 2024.

Mill Creek Capital Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2024 after selling out during the quarter.
Mill Creek Capital Advisors sold 6,469 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2024, an estimated $238K.
Mill Creek Capital Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2022 and held it in 8 quarters.
Mill Creek Capital Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $253K in Q4 2023.
78 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2024.

Based on Mill Creek Capital Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.