Financial Gravity Asset Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Financial Gravity Asset 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 Q3	$6K	Sell	204 -22	-10%	-$657	0.01%	683
2018 Q2	$7K	Buy	+226	New	+$6.91K	0.01%	648

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

Financial Gravity Asset Management's HEZU Position: Q3 2018 in Review

Financial Gravity Asset Management reduced its iShares Currency Hedged MSCI Eurozone ETF (HEZU) stake by 9.7% in Q3 2018, selling an estimated $657 and leaving 204 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #683.

Financial Gravity Asset Management first reported a position in HEZU in Q2 2018 and has held it in 2 quarters since. The position peaked at $7K in Q2 2018. 94 funds tracked by Wall St. Rank hold HEZU as of Q3 2018.

Financial Gravity Asset Management held 204 shares of iShares Currency Hedged MSCI Eurozone ETF worth $6K as of Q3 2018.
Financial Gravity Asset Management sold 22 iShares Currency Hedged MSCI Eurozone ETF shares in Q3 2018, an estimated $657.
iShares Currency Hedged MSCI Eurozone ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #683 holding.
Financial Gravity Asset Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q2 2018 and has held it in 2 quarters since.
Financial Gravity Asset Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $7K in Q2 2018.
94 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.