Sowell Financial Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Sowell Financial 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 Q2	–	Sell	-1,121	Closed	-$40K	–	1462
2021 Q1	$40K	Buy	1,121 +1,057	+1,652%	+$34.5K	﹤0.01%	1744
2020 Q4	$2K	Buy	+64	New	+$1.91K	﹤0.01%	2465
2020 Q3	–	Sell	-70	Closed	-$2K	–	2606
2020 Q2	$2K	Buy	+70	New	+$1.82K	﹤0.01%	2158
2020 Q1	–	Sell	-111	Closed	-$4K	–	2535
2019 Q4	$4K	Buy	+111	New	+$3.5K	﹤0.01%	1971

Other funds holding HEZU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Sowell Financial Services's HEZU Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2021, closing a stake of 1,121 shares — an estimated $40K sold.

Sowell Financial Services first reported a position in HEZU in Q4 2019 and held it in 4 quarters. The position peaked at $40K in Q1 2021. 73 funds tracked by Wall St. Rank hold HEZU as of Q2 2021.

Sowell Financial Services reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,121 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2021, an estimated $40K.
Sowell Financial Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2019 and held it in 4 quarters.
Sowell Financial Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $40K in Q1 2021.
73 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.