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

Tompkins Financial’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
2020
Q2 		– Sell
-9
Closed – – 396
2020
Q1 		$0 Buy
+9
New +$263 ﹤0.01% 428
2016
Q2 		– Sell
-1,362
Closed -$33K – 541
2016
Q1 		$33K Buy
1,362
+746
+121% +$17.9K 0.01% 285
2015
Q4 		$16K Buy
+616
New +$16.4K 0.01% 381

Other funds holding HEZU

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Tompkins Financial's HEZU Position: Q2 2020 in Review

Tompkins Financial sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2020, closing a stake of 9 shares.

Tompkins Financial first reported a position in HEZU in Q4 2015 and held it in 3 quarters. The position peaked at $33K in Q1 2016. 74 funds tracked by Wall St. Rank hold HEZU as of Q2 2020.

  • Tompkins Financial reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2020 after selling out during the quarter.
  • Tompkins Financial sold 9 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2020.
  • Tompkins Financial first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2015 and held it in 3 quarters.
  • Tompkins Financial's iShares Currency Hedged MSCI Eurozone ETF position peaked at $33K in Q1 2016.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2020.

Based on Tompkins Financial's 13F filing for Q2 2020, filed 29 Jul 2020.