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Orion Portfolio Solutions’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-44
Closed -$1K – 1110
2020
Q2 		$1K Buy
+44
New +$1.15K ﹤0.01% 1990

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Orion Portfolio Solutions's HEZU Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2020, closing a stake of 44 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in HEZU in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 79 funds tracked by Wall St. Rank hold HEZU as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 44 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.