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Glassman Wealth Services’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Glassman Wealth Services’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
2016
Q4 		– Sell
-12,695
Closed -$315K – 660
2016
Q3 		$315K Buy
+12,695
New +$309K 0.26% 42

Other funds holding HEZU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

Glassman Wealth Services's HEZU Position: Q4 2016 in Review

Glassman Wealth Services sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q4 2016, closing a stake of 12,695 shares — an estimated $315K sold.

Glassman Wealth Services first reported a position in HEZU in Q3 2016 and held it in 1 quarter. The position peaked at $315K in Q3 2016. 91 funds tracked by Wall St. Rank hold HEZU as of Q4 2016.

  • Glassman Wealth Services reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q4 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 12,695 iShares Currency Hedged MSCI Eurozone ETF shares in Q4 2016, an estimated $315K.
  • Glassman Wealth Services first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2016 and held it in 1 quarter.
  • Glassman Wealth Services's iShares Currency Hedged MSCI Eurozone ETF position peaked at $315K in Q3 2016.
  • 91 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q4 2016.

Based on Glassman Wealth Services's 13F filing for Q4 2016, filed 14 Feb 2017.