WealthSource Partners’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

WealthSource Partners’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 Q4	–	Sell	-19,753	Closed	-$550K	–	394
2020 Q3	$550K	Sell	19,753 -2,401	-11%	-$68.3K	0.07%	180
2020 Q2	$623K	Buy	22,154 +11	+0%	+$287	0.09%	162
2020 Q1	$523K	Sell	22,143 -1,381	-6%	-$40.4K	0.08%	166
2019 Q4	$748K	Buy	23,524 +1,738	+8%	+$54.8K	0.1%	172
2019 Q3	$674K	Buy	21,786 +1,245	+6%	+$37.4K	0.1%	191
2019 Q2	$631K	Buy	+20,541	New	+$620K	0.1%	195

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WealthSource Partners's HEZU Position: Q4 2020 in Review

WealthSource Partners sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2020, closing a stake of 19,753 shares — an estimated $550K sold.

WealthSource Partners first reported a position in HEZU in Q2 2019 and held it in 6 quarters. The position peaked at $748K in Q4 2019. 74 funds tracked by Wall St. Rank hold HEZU as of Q4 2020.

WealthSource Partners reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
WealthSource Partners sold 19,753 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2020, an estimated $550K.
WealthSource Partners first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2019 and held it in 6 quarters.
WealthSource Partners's iShares Currency Hedged MSCI Eurozone ETF position peaked at $748K in Q4 2019.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2020.

Based on WealthSource Partners's 13F filing for Q4 2020, filed 12 Feb 2021.