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B. Riley Wealth Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

B. Riley Wealth 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
2016
Q1 		– Sell
-8,030
Closed -$208K – 579
2015
Q4 		$208K Sell
8,030
-860
-10% -$22.8K 0.04% 477
2015
Q3 		$221K Buy
+8,890
New +$239K 0.05% 444

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

B. Riley Wealth Advisors's HEZU Position: Q1 2016 in Review

B. Riley Wealth Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2016, closing a stake of 8,030 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in HEZU in Q3 2015 and held it in 2 quarters. The position peaked at $221K in Q3 2015. 86 funds tracked by Wall St. Rank hold HEZU as of Q1 2016.

  • B. Riley Wealth Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,030 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2016, an estimated $208K.
  • B. Riley Wealth Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2015 and held it in 2 quarters.
  • B. Riley Wealth Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $221K in Q3 2015.
  • 86 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2016, filed 16 May 2016.