VFA
HEZU icon

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

Valeo Financial 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
2019
Q3 		– Sell
-356
Closed -$11K – 1607
2019
Q2 		$11K Buy
+356
New +$10.7K ﹤0.01% 997

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

Valeo Financial Advisors's HEZU Position: Q3 2019 in Review

Valeo Financial Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2019, closing a stake of 356 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in HEZU in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 82 funds tracked by Wall St. Rank hold HEZU as of Q3 2019.

  • Valeo Financial Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 356 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2019, an estimated $11K.
  • Valeo Financial Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $11K in Q2 2019.
  • 82 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.