PAS
HEZU icon

Park Avenue Securities’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Park Avenue Securities’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
Q4 		– Sell
-34,501
Closed -$961K – 854
2020
Q3 		$961K Buy
34,501
+5,955
+21% +$169K 0.03% 241
2020
Q2 		$803K Sell
28,546
-14,473
-34% -$377K 0.03% 233
2020
Q1 		$1.02M Buy
43,019
+8,615
+25% +$252K 0.09% 84
2019
Q4 		$1.09M Buy
34,404
+5,571
+19% +$176K 0.05% 166
2019
Q3 		$892K Buy
28,833
+2,380
+9% +$71.5K 0.04% 171
2019
Q2 		$813K Buy
26,453
+972
+4% +$29.3K 0.09% 80
2019
Q1 		$759K Buy
25,481
+2,369
+10% +$66.7K 0.04% 162
2018
Q4 		$620K Buy
23,112
+5,240
+29% +$145K 0.1% 70
2018
Q3 		$532K Buy
17,872
+102
+0.6% +$3.05K 0.09% 76
2018
Q2 		$534K Buy
17,770
+585
+3% +$17.9K 0.09% 74
2018
Q1 		$496K Buy
17,185
+9,459
+122% +$284K 0.11% 70
2017
Q4 		$231K Buy
+7,726
New +$235K 0.06% 100

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
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
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Park Avenue Securities's HEZU Position: Q4 2020 in Review

Park Avenue Securities sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2020, closing a stake of 34,501 shares — an estimated $961K sold.

Park Avenue Securities first reported a position in HEZU in Q4 2017 and held it in 12 quarters. The position peaked at $1.09M in Q4 2019. 74 funds tracked by Wall St. Rank hold HEZU as of Q4 2020.

  • Park Avenue Securities reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
  • Park Avenue Securities sold 34,501 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2020, an estimated $961K.
  • Park Avenue Securities first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2017 and held it in 12 quarters.
  • Park Avenue Securities's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.09M in Q4 2019.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2020.

Based on Park Avenue Securities's 13F filing for Q4 2020, filed 20 Jan 2021.