American Portfolios Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

American Portfolios Advisors’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	-377	Closed	-$11.2K	–	2485
2018 Q3	$11.2K	Sell	377 -337	-47%	-$10.1K	﹤0.01%	1721
2018 Q2	$21.5K	Buy	714 +337	+89%	+$10.3K	﹤0.01%	1433
2018 Q1	$11.1K	Buy	+377	New	+$11.3K	﹤0.01%	1602

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

American Portfolios Advisors's HEZU Position: Q4 2018 in Review

American Portfolios Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2018, closing a stake of 377 shares — an estimated $11.2K sold.

American Portfolios Advisors first reported a position in HEZU in Q1 2018 and held it in 3 quarters. The position peaked at $21.5K in Q2 2018. 97 funds tracked by Wall St. Rank hold HEZU as of Q4 2018.

American Portfolios Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
American Portfolios Advisors sold 377 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2018, an estimated $11.2K.
American Portfolios Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2018 and held it in 3 quarters.
American Portfolios Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $21.5K in Q2 2018.
97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2018.

Based on American Portfolios Advisors's 13F filing for Q4 2018, filed 24 Mar 2023.