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Lake Point Wealth Management’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History

Lake Point Wealth 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
2019
Q1 		– Sell
-136
Closed -$4K – 752
2018
Q4 		$4K Buy
+136
New +$3.76K ﹤0.01% 589

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Point Wealth Management's HEZU Position: Q1 2019 in Review

Lake Point Wealth Management sold out of iShares Currency Hedged MSCI Eurozone ETF (HEZU) in Q1 2019, closing a stake of 136 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in HEZU in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 88 funds tracked by Wall St. Rank hold HEZU as of Q1 2019.

  • Lake Point Wealth Management reported no remaining iShares Currency Hedged MSCI Eurozone ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 136 iShares Currency Hedged MSCI Eurozone ETF shares in Q1 2019, an estimated $4K.
  • Lake Point Wealth Management first reported a position in iShares Currency Hedged MSCI Eurozone ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares Currency Hedged MSCI Eurozone ETF position peaked at $4K in Q4 2018.
  • 88 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Eurozone ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.