RCA
HEZU icon

Rowland Carmichael Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Rowland Carmichael Advisors’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
2017
Q1 		– Sell
-14,257
Closed -$379K – 298
2016
Q4 		$379K Buy
+14,257
New +$361K 0.22% 136

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Rowland Carmichael Advisors's HEZU Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2017, closing a stake of 14,257 shares — an estimated $379K sold.

Rowland Carmichael Advisors first reported a position in HEZU in Q4 2016 and held it in 1 quarter. The position peaked at $379K in Q4 2016. 92 funds tracked by Wall St. Rank hold HEZU as of Q1 2017.

  • Rowland Carmichael Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 14,257 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2017, an estimated $379K.
  • Rowland Carmichael Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2016 and held it in 1 quarter.
  • Rowland Carmichael Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $379K in Q4 2016.
  • 92 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.