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

FDx 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
2018 Q3	–	Sell	-28,088	Closed	-$844K	–	910
2018 Q2	$844K	Buy	+28,088	New	+$859K	0.03%	406
2018 Q1	–	Sell	-72,489	Closed	-$2.16M	–	1205
2017 Q4	$2.16M	Sell	72,489 -291	-0.4%	-$8.84K	0.06%	286
2017 Q3	$2.19M	Buy	+72,780	New	+$2.13M	0.06%	288
2017 Q2	–	Sell	-24,366	Closed	-$699K	–	1208
2017 Q1	$699K	Buy	+24,366	New	+$666K	0.02%	655
2016 Q4	–	Sell	-47,448	Closed	-$1.18M	–	1138
2016 Q3	$1.18M	Buy	+47,448	New	+$1.16M	0.05%	342
2016 Q2	–	Sell	-17,608	Closed	-$429K	–	911
2016 Q1	$429K	Sell	17,608 -216,218	-92%	-$5.18M	0.02%	631
2015 Q4	$6.04M	Buy	+233,826	New	+$6.21M	0.27%	78
2015 Q3	–	Sell	-170,990	Closed	-$4.74M	–	796
2015 Q2	$4.74M	Buy	+170,990	New	+$4.94M	0.24%	77

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

FDx Advisors's HEZU Position: Q3 2018 in Review

FDx Advisors sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q3 2018, closing a stake of 28,088 shares — an estimated $844K sold.

FDx Advisors first reported a position in HEZU in Q2 2015 and held it in 8 quarters. The position peaked at $6.04M in Q4 2015. 94 funds tracked by Wall St. Rank hold HEZU as of Q3 2018.

FDx Advisors reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q3 2018 after selling out during the quarter.
FDx Advisors sold 28,088 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2018, an estimated $844K.
FDx Advisors first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2015 and held it in 8 quarters.
FDx Advisors's iShares Currency Hedged MSCI Eurozone ETF position peaked at $6.04M in Q4 2015.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.