Altavista Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Altavista Wealth Management’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 Q2	–	Sell	-7,800	Closed	-$229K	–	147
2018 Q1	$229K	Sell	7,800 -200	-3%	-$6K	0.1%	135
2017 Q4	$238K	Sell	8,000 -9,500	-54%	-$288K	0.1%	137
2017 Q3	$527K	Hold	17,500	–	–	0.25%	79
2017 Q2	$513K	Buy	+17,500	New	+$519K	0.26%	78

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Altavista Wealth Management's HEZU Position: Q2 2018 in Review

Altavista Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2018, closing a stake of 7,800 shares — an estimated $229K sold.

Altavista Wealth Management first reported a position in HEZU in Q2 2017 and held it in 4 quarters. The position peaked at $527K in Q3 2017. 105 funds tracked by Wall St. Rank hold HEZU as of Q2 2018.

Altavista Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2018 after selling out during the quarter.
Altavista Wealth Management sold 7,800 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2018, an estimated $229K.
Altavista Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2017 and held it in 4 quarters.
Altavista Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $527K in Q3 2017.
105 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2018.

Based on Altavista Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.