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

Cornerstone 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
Q3 		– Sell
-15,020
Closed -$500K – 1397
2018
Q2 		$500K Buy
+15,020
New +$459K 0.01% 1018

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Cornerstone Wealth Management's HEZU Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2018, closing a stake of 15,020 shares — an estimated $500K sold.

Cornerstone Wealth Management first reported a position in HEZU in Q2 2018 and held it in 1 quarter. The position peaked at $500K in Q2 2018. 94 funds tracked by Wall St. Rank hold HEZU as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 15,020 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2018, an estimated $500K.
  • Cornerstone Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $500K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.