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Calton & Associates’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Calton & Associates’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
Q1 		– Sell
-3,770
Closed -$118K – 733
2017
Q4 		$118K Buy
+3,770
New +$114K 0.03% 445

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Calton & Associates's HEZU Position: Q1 2018 in Review

Calton & Associates sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2018, closing a stake of 3,770 shares — an estimated $118K sold.

Calton & Associates first reported a position in HEZU in Q4 2017 and held it in 1 quarter. The position peaked at $118K in Q4 2017. 93 funds tracked by Wall St. Rank hold HEZU as of Q1 2018.

  • Calton & Associates reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 3,770 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2018, an estimated $118K.
  • Calton & Associates first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Currency Hedged MSCI Eurozone ETF position peaked at $118K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.