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Next Financial Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Next Financial Group’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
2021
Q4 		$134K Buy
3,548
+43
+1% +$1.61K 0.01% 1044
2021
Q3 		$126K Buy
3,505
+8
+0.2% +$294 0.01% 1020
2021
Q2 		$127K Buy
+3,497
New +$125K 0.01% 1009

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
HighTower Advisors
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's HEZU Position: Q4 2021 in Review

Next Financial Group increased its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 1.2% in Q4 2021, buying an estimated $1.61K and bringing the position to 3,548 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #1044.

Next Financial Group first reported a position in HEZU in Q2 2021 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold HEZU as of Q4 2021.

  • Next Financial Group held 3,548 shares of iShares Currency Hedged MSCI Eurozone ETF worth $134K as of Q4 2021.
  • Next Financial Group bought 43 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2021, an estimated $1.61K.
  • iShares Currency Hedged MSCI Eurozone ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1044 holding.
  • Next Financial Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2021 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.