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

Destination 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
Q4 		– Sell
-11
Closed – – 595
2018
Q3 		$0 Buy
+11
New +$329 ﹤0.01% 715

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
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

Destination Wealth Management's HEZU Position: Q4 2018 in Review

Destination Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2018, closing a stake of 11 shares.

Destination Wealth Management first reported a position in HEZU in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 97 funds tracked by Wall St. Rank hold HEZU as of Q4 2018.

  • Destination Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 11 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2018.
  • Destination Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $0 in Q3 2018.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.