Donoghue Forlines’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Donoghue Forlines’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	-434,445	Closed	-$13.1M	–	181
2018 Q2	$13.1M	Buy	434,445 +160,972	+59%	+$4.92M	1.08%	63
2018 Q1	$8.02M	Buy	+273,473	New	+$8.2M	0.7%	59

Other funds holding HEZU

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Donoghue Forlines's HEZU Position: Q3 2018 in Review

Donoghue Forlines sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2018, closing a stake of 434,445 shares — an estimated $13.1M sold.

Donoghue Forlines first reported a position in HEZU in Q1 2018 and held it in 2 quarters. The position peaked at $13.1M in Q2 2018. 94 funds tracked by Wall St. Rank hold HEZU as of Q3 2018.

Donoghue Forlines reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2018 after selling out during the quarter.
Donoghue Forlines sold 434,445 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2018, an estimated $13.1M.
Donoghue Forlines first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q1 2018 and held it in 2 quarters.
Donoghue Forlines's iShares Currency Hedged MSCI Eurozone ETF position peaked at $13.1M in Q2 2018.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2018.

Based on Donoghue Forlines's 13F filing for Q3 2018, filed 26 Oct 2018.