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Patriot Financial Group Insurance Agency’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Patriot Financial Group Insurance Agency’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
-213
Closed -$6K – 1902
2020
Q3 		$6K Buy
213
+2
+0.9% +$57 ﹤0.01% 1180
2020
Q2 		$6K Sell
211
-364
-63% -$9.48K ﹤0.01% 1125
2020
Q1 		$14K Sell
575
-209
-27% -$6.11K 0.01% 753
2019
Q4 		$25K Sell
784
-135
-15% -$4.26K 0.01% 628
2019
Q3 		$28K Sell
919
-795
-46% -$23.9K 0.01% 558
2019
Q2 		$52K Sell
1,714
-457
-21% -$13.8K 0.02% 427
2019
Q1 		$644K Sell
2,171
-906
-29% -$25.5K 0.33% 51
2018
Q4 		$80K Sell
3,077
-1,361
-31% -$37.6K 0.05% 244
2018
Q3 		$132K Buy
4,438
+135
+3% +$4.03K 0.08% 161
2018
Q2 		$129K Sell
4,303
-1,451
-25% -$44.4K 0.14% 100
2018
Q1 		$166K Sell
5,754
-62
-1% -$1.86K 0.12% 155
2017
Q4 		$177K Buy
5,816
+466
+9% +$14.2K 0.13% 139
2017
Q3 		$161K Buy
+5,350
New +$156K 0.14% 127

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 $6.73T AUM 46.02% 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 $855M AUM 27.24% 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 $4.06B AUM 32.22% 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 $103B AUM 28.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HEZU Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2020, closing a stake of 213 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in HEZU in Q3 2017 and held it in 13 quarters. The position peaked at $644K in Q1 2019. 74 funds tracked by Wall St. Rank hold HEZU as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 213 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2020, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2017 and held it in 13 quarters.
  • Patriot Financial Group Insurance Agency's iShares Currency Hedged MSCI Eurozone ETF position peaked at $644K in Q1 2019.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.