Efficient Market Advisors’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Efficient Market Advisors’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 Q1	–	Sell	-551,406	Closed	-$14.7M	–	52
2016 Q4	$14.7M	Buy	551,406 +340,295	+161%	+$8.62M	2.19%	16
2016 Q3	$5.23M	Sell	211,111 -37,437	-15%	-$911K	0.8%	17
2016 Q2	$5.98M	Sell	248,548 -1,742	-0.7%	-$42.7K	0.98%	19
2016 Q1	$6.09M	Buy	250,290 +3,719	+2%	+$89.1K	1.05%	19
2015 Q4	$6.37M	Buy	246,571 +157,290	+176%	+$4.18M	1.37%	18
2015 Q3	$2.21M	Sell	89,281 -5,363	-6%	-$144K	0.53%	25
2015 Q2	$2.62M	Sell	94,644 -15,484	-14%	-$448K	0.61%	24
2015 Q1	$3.2M	Buy	110,128 +10,299	+10%	+$280K	0.74%	22
2014 Q4	$2.46M	Buy	+99,829	New	+$2.45M	0.6%	23

Other funds holding HEZU

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Efficient Market Advisors's HEZU Position: Q1 2017 in Review

Efficient Market Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2017, closing a stake of 551,406 shares — an estimated $14.7M sold.

Efficient Market Advisors first reported a position in HEZU in Q4 2014 and held it in 9 quarters. The position peaked at $14.7M in Q4 2016. 92 funds tracked by Wall St. Rank hold HEZU as of Q1 2017.

Efficient Market Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2017 after selling out during the quarter.
Efficient Market Advisors sold 551,406 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2017, an estimated $14.7M.
Efficient Market Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2014 and held it in 9 quarters.
Efficient Market Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $14.7M in Q4 2016.
92 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.