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Donald L. Hagan LLC’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Donald L. Hagan LLC’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
-193,046
Closed -$5.73M – 88
2018
Q3 		$5.73M Buy
193,046
+81,039
+72% +$2.42M 4.46% 6
2018
Q2 		$3.37M Buy
+112,007
New +$3.42M 2.72% 10

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

Donald L. Hagan LLC's HEZU Position: Q4 2018 in Review

Donald L. Hagan LLC sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2018, closing a stake of 193,046 shares — an estimated $5.73M sold.

Donald L. Hagan LLC first reported a position in HEZU in Q2 2018 and held it in 2 quarters. The position peaked at $5.73M in Q3 2018. 97 funds tracked by Wall St. Rank hold HEZU as of Q4 2018.

  • Donald L. Hagan LLC reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
  • Donald L. Hagan LLC sold 193,046 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2018, an estimated $5.73M.
  • Donald L. Hagan LLC first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2018 and held it in 2 quarters.
  • Donald L. Hagan LLC's iShares Currency Hedged MSCI Eurozone ETF position peaked at $5.73M in Q3 2018.
  • 97 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2018.

Based on Donald L. Hagan LLC's 13F filing for Q4 2018, filed 22 Jan 2019.