Weaver Consulting Group’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Weaver Consulting Group’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	-1,380	Closed	-$38K	–	452
2020 Q3	$38K	Hold	1,380	–	–	0.02%	298
2020 Q2	$39K	Sell	1,380 -175	-11%	-$4.56K	0.02%	284
2020 Q1	$37K	Hold	1,555	–	–	0.02%	255
2019 Q4	$48K	Hold	1,555	–	–	0.03%	243
2019 Q3	$47K	Hold	1,555	–	–	0.02%	232
2019 Q2	$48K	Hold	1,555	–	–	0.03%	226
2019 Q1	$47K	Buy	+1,555	New	+$43.8K	0.01%	492

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

Weaver Consulting Group's HEZU Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2020, closing a stake of 1,380 shares — an estimated $38K sold.

Weaver Consulting Group first reported a position in HEZU in Q1 2019 and held it in 7 quarters. The position peaked at $48K in Q4 2019. 74 funds tracked by Wall St. Rank hold HEZU as of Q4 2020.

Weaver Consulting Group reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 1,380 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2020, an estimated $38K.
Weaver Consulting Group first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares Currency Hedged MSCI Eurozone ETF position peaked at $48K in Q4 2019.
74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.