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

Almanack Investment 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
2018 Q4	–	Sell	-7,664	Closed	-$219K	–	245
2018 Q3	$219K	Hold	7,664	–	–	0.06%	163
2018 Q2	$230K	Hold	7,664	–	–	0.1%	87
2018 Q1	$225K	Sell	7,664 -6,316	-45%	-$189K	0.09%	97
2017 Q4	$419K	Hold	13,980	–	–	0.17%	68
2017 Q3	$421K	Sell	13,980 -1,822	-12%	-$53.2K	0.2%	54
2017 Q2	$463K	Hold	15,802	–	–	0.26%	64
2017 Q1	$453K	Hold	15,802	–	–	0.34%	52
2016 Q4	$423K	Buy	+15,802	New	+$400K	0.35%	36

Other funds holding HEZU

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Almanack Investment Partners's HEZU Position: Q4 2018 in Review

Almanack Investment Partners sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2018, closing a stake of 7,664 shares — an estimated $219K sold.

Almanack Investment Partners first reported a position in HEZU in Q4 2016 and held it in 8 quarters. The position peaked at $463K in Q2 2017. 97 funds tracked by Wall St. Rank hold HEZU as of Q4 2018.

Almanack Investment Partners reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
Almanack Investment Partners sold 7,664 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2018, an estimated $219K.
Almanack Investment Partners first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2016 and held it in 8 quarters.
Almanack Investment Partners's iShares Currency Hedged MSCI Eurozone ETF position peaked at $463K in Q2 2017.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2018.

Based on Almanack Investment Partners's 13F filing for Q4 2018, filed 25 Jan 2019.