Snowden Capital Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Snowden Capital 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
2022 Q1	–	Sell	-568	Closed	-$21K	–	1479
2021 Q4	$21K	Buy	+568	New	+$21.3K	﹤0.01%	1312
2016 Q3	–	Sell	-72,922	Closed	-$1.76M	–	289
2016 Q2	$1.76M	Buy	72,922 +3,975	+6%	+$97.4K	0.53%	58
2016 Q1	$1.68M	Buy	+68,947	New	+$1.65M	0.57%	49

Other funds holding HEZU

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Snowden Capital Advisors's HEZU Position: Q1 2022 in Review

Snowden Capital Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2022, closing a stake of 568 shares — an estimated $21K sold.

Snowden Capital Advisors first reported a position in HEZU in Q1 2016 and held it in 3 quarters. The position peaked at $1.76M in Q2 2016. 74 funds tracked by Wall St. Rank hold HEZU as of Q1 2022.

Snowden Capital Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 568 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2022, an estimated $21K.
Snowden Capital Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2016 and held it in 3 quarters.
Snowden Capital Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.76M in Q2 2016.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.