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Kore Private Wealth’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Kore Private Wealth’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
2019
Q2 		– Sell
-13,983
Closed -$411K – 471
2019
Q1 		$411K Sell
13,983
-6,101
-30% -$172K 0.09% 138
2018
Q4 		$524K Buy
+20,084
New +$555K 0.14% 121

Other funds holding HEZU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kore Private Wealth's HEZU Position: Q2 2019 in Review

Kore Private Wealth sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q2 2019, closing a stake of 13,983 shares — an estimated $411K sold.

Kore Private Wealth first reported a position in HEZU in Q4 2018 and held it in 2 quarters. The position peaked at $524K in Q4 2018. 84 funds tracked by Wall St. Rank hold HEZU as of Q2 2019.

  • Kore Private Wealth reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q2 2019 after selling out during the quarter.
  • Kore Private Wealth sold 13,983 iShares Currency Hedged MSCI Eurozone ETF shares in Q2 2019, an estimated $411K.
  • Kore Private Wealth first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and held it in 2 quarters.
  • Kore Private Wealth's iShares Currency Hedged MSCI Eurozone ETF position peaked at $524K in Q4 2018.
  • 84 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.