Creative Planning
HEZU icon

Creative Planning’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-247
Closed -$7K – 2674
2017
Q2 		$7K Buy
247
+18
+8% +$534 ﹤0.01% 3820
2017
Q1 		$7K Buy
+229
New +$6.26K ﹤0.01% 3791
2016
Q3 		– Sell
-1,225
Closed -$29K – 4644
2016
Q2 		$29K Buy
1,225
+569
+87% +$13.9K ﹤0.01% 2517
2016
Q1 		$16K Buy
+656
New +$15.7K ﹤0.01% 2917
2015
Q1 		– Sell
-12,000
Closed -$295K – 4298
2014
Q4 		$295K Buy
+12,000
New +$294K ﹤0.01% 945

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's HEZU Position: Q3 2017 in Review

Creative Planning sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2017, closing a stake of 247 shares — an estimated $7K sold.

Creative Planning first reported a position in HEZU in Q4 2014 and held it in 5 quarters. The position peaked at $295K in Q4 2014. 93 funds tracked by Wall St. Rank hold HEZU as of Q3 2017.

  • Creative Planning reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 247 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2014 and held it in 5 quarters.
  • Creative Planning's iShares Currency Hedged MSCI Eurozone ETF position peaked at $295K in Q4 2014.
  • 93 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.