Schroder Investment Management Group
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Schroder Investment Management Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Schroder Investment Management Group’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
2024
Q3 		– Sell
-46,256
Closed -$1.68M – 1230
2024
Q2 		$1.68M Sell
46,256
-262,201
-85% -$9.63M ﹤0.01% 952
2024
Q1 		$11.3M Buy
+308,457
New +$10.6M 0.01% 626
2023
Q1 		– Sell
-162,141
Closed -$4.5M – 1285
2022
Q4 		$4.5M Buy
162,141
+58,477
+56% +$1.8M 0.01% 794
2022
Q3 		$2.99M Hold
103,664
– – ﹤0.01% 866
2022
Q2 		$3.29M Hold
103,664
– – 0.01% 880
2022
Q1 		$3.6M Buy
+103,664
New +$3.68M ﹤0.01% 914
2021
Q4 		– Sell
-630,294
Closed -$22.7M – 1442
2021
Q3 		$22.7M Buy
+630,294
New +$23.2M 0.04% 457
2017
Q3 		– Sell
-4,305
Closed -$126K – 1349
2017
Q2 		$126K Sell
4,305
-1,455
-25% -$43.1K ﹤0.01% 1190
2017
Q1 		$164K Hold
5,760
– – ﹤0.01% 1125
2016
Q4 		$153K Buy
5,760
+760
+15% +$19.3K ﹤0.01% 1050
2016
Q3 		$124K Buy
+5,000
New +$122K ﹤0.01% 1057

Other funds holding HEZU

PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Schroder Investment Management Group's HEZU Position: Q3 2024 in Review

Schroder Investment Management Group sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2024, closing a stake of 46,256 shares — an estimated $1.68M sold.

Schroder Investment Management Group first reported a position in HEZU in Q3 2016 and held it in 11 quarters. The position peaked at $22.7M in Q3 2021. 80 funds tracked by Wall St. Rank hold HEZU as of Q3 2024.

  • Schroder Investment Management Group reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 46,256 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2024, an estimated $1.68M.
  • Schroder Investment Management Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2016 and held it in 11 quarters.
  • Schroder Investment Management Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $22.7M in Q3 2021.
  • 80 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.