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Brandywine Oak Private Wealth’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-2,600
Closed -$67K – 383
2018
Q4 		$67K Buy
+2,600
New +$71.9K 0.02% 326

Other funds holding HEZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brandywine Oak Private Wealth's HEZU Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2019, closing a stake of 2,600 shares — an estimated $67K sold.

Brandywine Oak Private Wealth first reported a position in HEZU in Q4 2018 and held it in 1 quarter. The position peaked at $67K in Q4 2018. 88 funds tracked by Wall St. Rank hold HEZU as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 2,600 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2019, an estimated $67K.
  • Brandywine Oak Private Wealth first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's iShares Currency Hedged MSCI Eurozone ETF position peaked at $67K in Q4 2018.
  • 88 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.