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Pinnacle Wealth Planning Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-419
Closed -$13K – 1035
2020
Q4 		$13K Buy
+419
New +$12.5K ﹤0.01% 1309

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Planning Services's HEZU Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2021, closing a stake of 419 shares — an estimated $13K sold.

Pinnacle Wealth Planning Services first reported a position in HEZU in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 69 funds tracked by Wall St. Rank hold HEZU as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 419 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2021, an estimated $13K.
  • Pinnacle Wealth Planning Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $13K in Q4 2020.
  • 69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.