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UBP Investment Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

UBP Investment 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
2021
Q3 		– Sell
-14,765
Closed -$540K – 107
2021
Q2 		$540K Hold
14,765
– – 0.2% 86
2021
Q1 		$510K Hold
14,765
– – 0.21% 75
2020
Q4 		$461K Hold
14,765
– – 0.24% 48
2020
Q3 		$411K Hold
14,765
– – 0.32% 39
2020
Q2 		$415K Hold
14,765
– – 0.33% 40
2020
Q1 		$349K Sell
14,765
-79
-0.5% -$2.31K 0.32% 39
2019
Q4 		$472K Hold
14,844
– – 0.37% 37
2019
Q3 		$459K Hold
14,844
– – 0.37% 37
2019
Q2 		$456K Sell
14,844
-30,120
-67% -$909K 0.41% 37
2019
Q1 		$1.32M Buy
44,964
+827
+2% +$23.3K 1.24% 24
2018
Q4 		$1.15M Buy
44,137
+12
+0% +$332 1.21% 23
2018
Q3 		$1.31M Sell
44,125
-2,484
-5% -$74.2K 1.25% 24
2018
Q2 		$1.39M Sell
46,609
-1,085
-2% -$33.2K 1.64% 19
2018
Q1 		$1.4M Buy
47,694
+12,666
+36% +$380K 1.51% 20
2017
Q4 		$1.04M Buy
+35,028
New +$1.06M 1.23% 26

Other funds holding HEZU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Morgan Stanley
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

UBP Investment Advisors's HEZU Position: Q3 2021 in Review

UBP Investment Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2021, closing a stake of 14,765 shares — an estimated $540K sold.

UBP Investment Advisors first reported a position in HEZU in Q4 2017 and held it in 15 quarters. The position peaked at $1.4M in Q1 2018. 78 funds tracked by Wall St. Rank hold HEZU as of Q3 2021.

  • UBP Investment Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 14,765 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2021, an estimated $540K.
  • UBP Investment Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2017 and held it in 15 quarters.
  • UBP Investment Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $1.4M in Q1 2018.
  • 78 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2021.

Based on UBP Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.