HSBC Holdings’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

HSBC Holdings’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 Q2	–	Sell	-28,736	Closed	-$835K	–	2623
2018 Q1	$835K	Hold	28,736	–	–	﹤0.01%	1716
2017 Q4	$857K	Hold	28,736	–	–	﹤0.01%	1332
2017 Q3	$866K	Buy	+28,736	New	+$839K	﹤0.01%	1525
2016 Q2	–	Sell	-93,128	Closed	-$2.27M	–	2092
2016 Q1	$2.27M	Sell	93,128 -61,022	-40%	-$1.46M	0.01%	1121
2015 Q4	$3.98M	Buy	154,150 +3,320	+2%	+$88.2K	0.01%	1014
2015 Q3	$3.74M	Buy	+150,830	New	+$4.05M	0.01%	898

Other funds holding HEZU

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HSBC Holdings's HEZU Position: Q2 2018 in Review

HSBC Holdings sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2018, closing a stake of 28,736 shares — an estimated $835K sold.

HSBC Holdings first reported a position in HEZU in Q3 2015 and held it in 6 quarters. The position peaked at $3.98M in Q4 2015. 105 funds tracked by Wall St. Rank hold HEZU as of Q2 2018.

HSBC Holdings reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2018 after selling out during the quarter.
HSBC Holdings sold 28,736 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2018, an estimated $835K.
HSBC Holdings first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q3 2015 and held it in 6 quarters.
HSBC Holdings's iShares Currency Hedged MSCI Eurozone ETF position peaked at $3.98M in Q4 2015.
105 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2018.

Based on HSBC Holdings's 13F filing for Q2 2018, filed 10 Aug 2018.