Tucker Asset Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Tucker Asset Management’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 Q1	–	Sell	-65	Closed	-$2.03K	–	359
2020 Q4	$2.03K	Buy	+65	New	+$1.94K	﹤0.01%	265

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

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

PAMU

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

MRCM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

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

Tucker Asset Management's HEZU Position: Q1 2021 in Review

Tucker Asset Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2021, closing a stake of 65 shares — an estimated $2.03K sold.

Tucker Asset Management first reported a position in HEZU in Q4 2020 and held it in 1 quarter. The position peaked at $2.03K in Q4 2020. 69 funds tracked by Wall St. Rank hold HEZU as of Q1 2021.

Tucker Asset Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2021 after selling out during the quarter.
Tucker Asset Management sold 65 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2021, an estimated $2.03K.
Tucker Asset Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2020 and held it in 1 quarter.
Tucker Asset Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $2.03K in Q4 2020.
69 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2021.

Based on Tucker Asset Management's 13F filing for Q1 2021, filed 10 Aug 2023.