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Ishares Tr cur hdg ms emu shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Ishares Tr cur hdg ms emu (HEZU) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Ishares Tr cur hdg ms emu

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cur hdg ms emu held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr cur hdg ms emu by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 383k 33.30
2023-09-30 $5.6M 182k 30.74
2023-06-30 $5.8M 176k 32.71
2023-03-31 $4.2M 133k 31.55

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Ishares Tr cur hdg ms emu

Permanens Capital
Jpmorgan Chase & Co
Connecticut Wealth Management
Robertson Stephens Wealth Management
HighTower Advisors
Babson Capital Management
Bank of America Corporation
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Flow Traders US
Royal Bank of Canada
Kestra Advisory Services
Advisor Group Holdings
Citigroup

View all funds holding Ishares Tr cur hdg ms emu