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Hamilton Capital’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Hamilton Capital’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
Q4 		– Sell
-1,743,152
Closed -$51.7M – 36
2018
Q3 		$51.7M Buy
1,743,152
+43,007
+3% +$1.28M 18.91% 2
2018
Q2 		$51.1M Sell
1,700,145
-7,217
-0.4% -$221K 19.51% 2
2018
Q1 		$50.1M Buy
1,707,362
+34,913
+2% +$1.05M 18.47% 3
2017
Q4 		$49.9M Buy
+1,672,449
New +$50.8M 18.64% 3

Other funds holding HEZU

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $330M AUM 18.21% 1-Year Est. Return